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NVIDIA’s positive AI feedback loop eases concerns of a bubble, powering a $57 billion quarter

NVIDIA’s positive AI feedback loop eases concerns of a bubble, powering a $57 billion quarter

Bitget-RWA2025/11/20 00:08
By:Bitget-RWA

- NVIDIA reported $57B Q3 revenue, 62% YoY growth, surpassing $54.9B Wall Street estimates driven by AI/data center demand. - Data center revenue hit $51.2B (66% YoY), fueled by Blackwell GPUs and cloud infrastructure, with $500B in advanced chip bookings through 2026. - CEO Huang declared AI "virtuous cycle" with exponential compute demand, while Q4 guidance of $65B revenue (+/-2%) exceeded $61.66B consensus. - Stock rose 4.1% post-earnings, with institutional ownership at 65.27% and $4.53T market cap ref

NVIDIA reported its fiscal third-quarter earnings on November 19, 2025, highlighting its strong leadership in the AI and data center sectors. Revenue soared to $57 billion, marking a 62% increase year-over-year and a 22% rise from the previous quarter, significantly surpassing Wall Street's $54.9 billion projection

. Earnings per share (EPS) came in at $1.30, beating the $1.26 estimate , while gross margins remained robust at 73.4% on a GAAP basis and 73.6% non-GAAP . The data center division contributed $51.2 billion to total revenue, growing 66% from the previous year, fueled by strong demand for Blackwell GPUs and cloud infrastructure .

NVIDIA’s positive AI feedback loop eases concerns of a bubble, powering a $57 billion quarter image 0
These results helped ease recent concerns about a potential AI market "bubble." During the earnings call, CEO Jensen Huang stated: "The demand for compute continues to accelerate and multiply, with both training and inference growing at exponential rates. We are now in the positive feedback loop of AI" . Huang expected through 2026, and mentioned that cloud GPU capacity is . Networking revenue jumped 162% year-over-year, and shipments of the new GB 300 systems have already exceeded those of previous Blackwell models .

Looking forward,

, with a possible variance of 2%, beating the consensus estimate of $61.66 billion. The company , indicating it can maintain strong pricing despite higher costs. This outlook boosts confidence in NVIDIA's ability to manage supply chain issues, with management stressing efforts to diversify supply and form strategic alliances, such as a 10-gigawatt partnership with OpenAI .

The stock

after the announcement, . Analysts have raised their price targets, with Seaport Res Ptn from $1.17, and New Street Research setting a target of $307 . Major institutional investors, such as Longfellow Investment Management, have , now controlling 65.27% of the company's shares.

NVIDIA's stock has outperformed the broader market, rising 35.1% so far this year compared to the S&P 500's 12.5% gain

. The company's market capitalization of $4.53 trillion reflects ongoing demand for its AI solutions, as major cloud providers like Microsoft and Amazon Web Services continue to expand their data center operations .

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Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

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