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Nvidia’s Upbeat Forecast Soothes AI Bubble Fears
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November 20, 2025
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4:59Now PlayingAngelo Zino, Senior Equity Analyst at CFRA, reacts to Nvidia earnings.
Nvidia Corp. delivered a surprisingly strong revenue forecast and pushed back on the idea that the AI industry is in a bubble, easing concerns that had spread across the tech sector.
The world’s most valuable company expects sales of about $65 billion in the January quarter — roughly $3 billion more than analysts predicted. Nvidia also said that a half-trillion-dollar revenue bonanza due in coming quarters may be even bigger than anticipated.
The outlook signals that demand remains robust for Nvidia’s artificial intelligence accelerators, the pricey and powerful chips used to develop AI models. Nvidia had faced growing fears in recent weeks that the runaway spending on such equipment wasn’t sustainable.
“There’s been a lot of talk about an AI bubble,” Chief Executive Officer Jensen Huang said on a conference call with analysts. “From our vantage point, we see something very different.”
The upbeat commentary sent shares up about 4% on Thursday, pushing the company’s market value to about $4.7 trillion. They had gained 39% this year through Wednesday’s close.
Read More: Nvidia Earnings Run Into a Market Suddenly Afraid of AI Spending
Nvidia results have become a barometer for the health of the AI industry, and the news lifted a variety of related stocks. CoreWeave Inc., a provider of AI computing, gained about 9%. Its peer Nebius Group NV climbed more than 7%. Benchmarks in South Korea, Taiwan and Japan gained, fueled by Nvidia suppliers including Taiwan Semiconductor Manufacturing Co. and Tokyo Electron Ltd.
“Markets are reacting very positively to the news that there is no slack in AI momentum,” Brian Mulberry, senior client portfolio manager at Zacks Investment Management, said in a note. His firm owns Nvidia shares. “Demand for Nvidia hardware solutions remains strong,” he said.
Nvidia’s CEO had said 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 investments in AI have begun to pay off, he said.
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