Big Take Nvidia Silences AI Skeptics (For Now)
Nov 20, 2025
Jensen Huang, CEO of Nvidia, highlights the company's robust growth following impressive earnings, putting to rest fears of an AI bubble. He discusses booming demand for Blackwell chips and Nvidia’s strategic positioning in global AI markets. Huang addresses partnerships with OpenAI and their disciplined approach to demand. The conversation also touches on Nvidia's potential expansion into China and concerns about rapid chip depreciation, all underscoring Nvidia's role as a bellwether for the AI landscape.
AI Snips
Chapters
Transcript
Episode notes
NVIDIA Calms Bubble Fears With Strong Results
- NVIDIA's earnings crushed expectations and eased fears of an AI bubble in the near term.
- Jensen Huang said demand is strong and core customers are not pulling back on commitments.
Staggering Forward Revenue Signal
- NVIDIA guided for roughly $65 billion in the coming quarter, far above consensus.
- The company said Blackwell and Rubin products could drive roughly $500 billion over six fiscal quarters (ex-China).
GPUs Make NVIDIA The AI Bellwether
- GPUs remain the dominant hardware for AI training and inference, giving NVIDIA a unique lens on the market.
- That technical edge makes NVIDIA a bellwether for AI demand and adoption.