Perplexity AI Nvidia’s AI Dominance Shakes Markets
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Nov 20, 2025 Nvidia's latest earnings report sets a new standard, reporting a staggering $57 billion in revenue. The data center sector drives this monumental growth, with significant sales in gaming and visualization. The CFO highlights increasing AI demand fueled by new technologies. Meanwhile, Blackwell Ultra GPUs are in high demand, reflecting the industry's urgency for top-tier hardware. Despite challenges in the global market and exporting restrictions, Nvidia remains bullish, with a robust forecast ahead. The debate around the potential AI bubble adds intrigue to this upward trajectory.
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Nvidia's Investment Flywheel
- Jaeden observes NVIDIA often invests in AI companies that then spend on its chips, creating a self-reinforcing cycle.
- He calls this a "gravy train" where invested companies return business to NVIDIA.
Data Centers Drive Nvidia's Surge
- NVIDIA's revenue surge is driven mainly by data center demand rather than gaming or automotive.
- The data center business generated a record $51 billion, dwarfing other segments.
Q3 Results Exceed Expectations
- NVIDIA reported $57 billion in Q3 revenue and $32 billion GAAP net income, both up strongly year-over-year.
- The results beat Wall Street expectations and reflect rapid, sustained growth.