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Nvidia earnings takeaways: Bubble talk, ‘half a trillion’ forecast and China orders
Nvidia on Wednesday reported fiscal third-quarter earnings that beat expectations, and provided a strong forecast for the current quarter. Wall Street welcomed the report, and Nvidia stock rose after the release and during the conference call. Other stocks in the so-called artificial intelligence trade also saw a boost. A closer look at Nvidia’s report shows […]
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Nvidia CEO Jensen Huang rejects talk of AI bubble: ‘We see something very different’
Jensen Huang, chief executive officer of Nvidia Corp., during the US-Saudi Investment Forum at the Kennedy Center in Washington, DC, US, on Wednesday, Nov. 19, 2025. Stefani Reynolds | Bloomberg | Getty Images In the weeks leading up to Nvidia’s third-quarter earnings report, investors debated whether the markets were in an AI bubble, fretting over […]
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Meta chief AI scientist Yann LeCun is leaving to create his own startup
Yann LeCun, known as one of the godfathers of modern artificial intelligence and one of the first AI visionaries to join the company then known as Facebook, is leaving Meta. LuCun said in a LinkedIn post on Wednesday that he plans to create a startup that specializes in a kind of AI technology that researchers […]
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Elon Musk’s xAI will be first customer for Nvidia-backed data center in Saudi Arabia
Tesla CEO Elon Musk (L) talks with Nvidia CEO Jensen Huang during the U.S.-Saudi Investment Forum at the Kennedy Center on Nov. 19, 2025 in Washington, DC. Win McNamee | Getty Images Nvidia and xAI said on Wednesday that a large data center facility being built in Saudi Arabia and equipped with hundreds of thousands […]
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Nvidia reports third-quarter earnings after the bell
Nvidia founder and CEO Jensen Huang reacts during a press conference at the Asia-Pacific Economic Cooperation (APEC) CEO Summit in Gyeongju on October 31, 2025. Jung Yeon-je | Afp | Getty Images Artificial intelligence chipmaker Nvidia is scheduled to report fiscal third-quarter earnings on Wednesday after the market closes. Here’s what Wall Street is expecting, […]
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Arm custom chips get a boost with Nvidia partnership
Jensen Huang, CEO of Nvidia, reacts during the 2025 Asia-Pacific Economic Cooperation (APEC) CEO Summit in Gyeongju, South Korea, October 31, 2025. Kim Soo-hyeon | Reuters Arm on Monday said that central processing units based on its technology will be able to integrate with AI chips using Nvidia’s NVLink Fusion technology. The move will make […]
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Nvidia CEO Jensen Huang surprised investors with a ‘half a trillion’ forecast. It’ll come up at earnings
Jensen Huang attends a reception for the 2025 Queen Elizabeth Prize for Engineering, at St James’ Palace in London, Brirain, Nov. 5, 2025. Yui Mok | Via Reuters Nvidia CEO Jensen Huang revealed in October that his company has $500 billion in orders, in 2025 and 2026 combined, for its chips that are at the […]
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The question everyone in AI is asking: How long before a GPU depreciates?
Nvidia President and CEO Jensen Huang speaks about NVIDIA Omniverse as he delivers the keynote address during the Nvidia GTC (GPU Technology Conference) at the Walter E. Washington Convention Center on Oct. 28, 2025 in Washington, DC. Anna Moneymaker | Getty Images As a handful of the world’s most valuable companies set out to spend […]
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Apple cuts App Store fee in half for ‘mini apps’ that integrate more of its software
Under the EU’s Digital Markets Act, Apple is required to allow developers to freely inform customers of alternative offers outside its App Store. Gabby Jones | Bloomberg via Getty Images Apple on Thursday said it would cut the company’s App Store fees from 30% to 15% for some app makers, if they enter into a […]
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AMD’s Lisa Su sees 35% annual sales growth driven by ‘insatiable’ AI demand
Lisa Su, chair and chief executive officer of Advanced Micro Devices Inc. (AMD), during a Bloomberg Television interview in San Francisco, California, US, on Monday, Oct. 6, 2025. David Paul Morris | Bloomberg | Getty Images AMD shares swung on Tuesday after CEO Lisa Su said the company’s overall revenue growth would expand to about […]
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