Nvidia Gives Strong Forecast, Countering Fears of AI Bubble | Bloomberg Businessweek
November 20, 2025
875
5
0.57%
Search the Record
IndexedEvery word spoken in this episode is indexed. Type any phrase to jump straight to the moment it was said.
Type any word or phrase that may have been spoken. Click a result to seek the player to that exact moment.
Try a name, a topic, or a quoted line
Bloomberg Podcasts Episodes Around November 20, 2025
See what was published immediately before and after this episode.
43:29Now PlayingNvidia Gives Strong Forecast, Countering Fears of AI Bubble | Bloomberg Businessweek
YouTube Description
as posted by the channelWatch Carol and Tim LIVE every day on YouTube().
Nvidia Corp., the world’s most valuable company, gave a strong revenue forecast for the current period, helping counter concern that a global surge in AI spending is poised to fizzle.
Sales will be about $65 billion in the fiscal fourth quarter, which runs through January, the chipmaker said in a statement Wednesday. Analysts had estimated $62 billion on average, with some predictions ranging as high as $75 billion.
The outlook signals that demand remains strong for Nvidia’s artificial intelligence accelerators, the pricey and powerful chips used to develop AI models. Nvidia has faced growing fears that the runaway spending on such equipment isn’t sustainable.
Huang has repeatedly downplayed concerns about an AI bubble, saying last month that the company has more than $500 billion of revenue coming over the next few quarters. Owners of large data centers will continue to spend on new gear because AI has begun to pay off, he said.
Today's show features:
Jay Goldberg, Senior Analyst, Semiconductors & Electronics with Seaport Research Partners, breaks down Nvidia’s latest earnings report
Bloomberg Tech Co-Host Ed Ludlow reacts to Nvidia’s results and previews his upcoming conversation with CEO Jensen Huang
Bloomberg News Big Tech Team Leader Sarah Frier on the impact of Nvidia’s results on the broader outlook for AI spending
Samuel Sahn, Managing Partner, Portfolio Manager at Hazelview Investments, on his firm’s new white paper detailing is how AI is reshaping asset values, operational models, and investment strategies
See omnystudio.com/listener () for privacy information.
Carol Massar and Tim Stenovec bring together the latest news from the world of business and finance and the interesting stories of global technology, politics, economics and more by harnessing the power of Bloomberg Businessweek reporters and editors.
Subscribe to Bloomberg Podcasts
Listen to more of Bloomberg Businessweek
#Bloomberg #Podcast #News #Businessweek
Follow Bloomberg Podcasts on Twitter
Visit our other YouTube channels:
Bloomberg Television
Bloomberg Originals
For coverage on news, markets and more
Guests & Subjects Covered
Sentinel Indexing in Progress
Metadata and chapters are available. Claim extraction for this episode is pending.
All video content is delivered via YouTube embedded players in accordance with the YouTube Terms of Service. Sentinel provides research tools that promote discovery and accountability across political media.