Limitless Podcast NVIDIA’s Q3 Earnings Proves That The Bubble ISN'T Popping
32 snips
Nov 21, 2025 NVIDIA just shattered earnings records, showing a booming demand for AI GPUs. A new alliance with Anthropic and Microsoft adds to the competitive landscape against Google. The podcast dives into Google’s impressive AI-driven weather prediction model and Meta's groundbreaking technology for creating 3D worlds. An intriguing discussion on AI tools enabling conversations with deceased loved ones raises ethical questions about companionship and authenticity in the digital age. The future of AI is both exciting and complex!
AI Snips
Chapters
Transcript
Episode notes
NVIDIA Demand Busts The Bubble Myth
- NVIDIA's quarter showed GPUs are booked out and demand far exceeds supply, contradicting "AI bubble" claims.
- Jensen Huang signaled long-term growth, forecasting $65B next quarter and a path to $0.5T revenue in 2026.
GPU Transition Is Still Early
- Jensen argued the CPU-to-GPU transition for AI is far from complete and will drive sustained demand for GPUs.
- The market struggles to grasp exponential growth, so NVIDIA's scale feels bigger only as it happens.
Saudi Summit Brought AI Titans Together
- Jensen and Elon appeared together at a Saudi investment event where massive AI funding was announced.
- The hosts noted a $400B expansion in Saudi pledges to US AI and data center investments.