New Delhi | Updated: November 21, 2025 09:18 AM IST
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Nvidia CEO Jensen Huang is seen as the tech's most popular CEO. (File photo)
Nvidia reported record sales and profits that exceeded Wall Street’s expectations, bringing a sigh of relief to investors following concerns that the GPU maker was overvalued and that the tech market was increasingly headed toward an AI bubble.
Nvidia’s sales grew 62 per cent year-over-year to $57 billion in the October quarter, beating Wall Street’s expectation of $54.9 billion and signalling that demand for its AI chips remains strong, dismissing questions about whether investments in AI infrastructure will ever be recouped. The company posted profits of $31.9 billion, up 65 per cent from the year-ago quarter and also slightly above expectations.
Shares of Nvidia, the world’s most valuable public traded company, rose over 6.5 per cent in after-hours trading Thursday (India time).
“Blackwell sales are off the charts, and cloud GPUs are sold out,” Nvidia CEO Jensen Huang said in a statement. In fact, on a call with investors following the results, Huang dismissed concerns about an AI bubble.
“There’s been a lot of talk about an AI bubble. From our vantage point, we see something very different,” Huang said.
Computer AI-chip maker Nvidia is at the center of the AI boom, which has driven its valuation to as high as $5 trillion. Its flagship Blackwell AI chips are critical for the massive data centers being built everywhere. But as more money is poured into constructing these data centers, many are questioning when and how tech companies will recoup their investments in AI, and whether there is a clear path to profitability.
Nvidia’s GPUs have become the critical hardware that powers advanced AI models like ChatGPT.
Investors worry that if one major tech company falters, the market could react sharply, wiping out billions of dollars. Another big question is whether the large, big economy will benefit from the AI boom, or is it just a bubble.
For now, Nvidia’s latest earnings show that the market was overreacting and that there is no real AI bubble. Some investors say Nvidia is still far from reaching its peak. This in itself shows that big tech companies such as Nvidia, Meta, Microsoft, and Google, as indicated in their latest earnings reports plan to continue investing heavily in AI infrastructure.
However, Alphabet CEO Sundar Pichai, in a recent interview with the BBC, did acknowledge that artificial intelligence models are “prone to some errors” and warned of the impact if an AI bubble were to burst. “I think no company is going to be immune, including us,” he told the publication. Google this week unveiled Gemini 3, the company’s latest AI model, which is at the heart of many of its products, including its search engine.
Anuj Bhatia is a seasoned personal technology writer at indianexpress.com with a career spanning over a decade. Active in the domain since 2011, he has established himself as a distinct voice in tech journalism, specializing in long-form narratives that bridge the gap between complex innovation and consumer lifestyle.
Experience & Career: Anuj has been a key contributor to The Indian Express since late 2016. Prior to his current tenure, he served as a Senior Tech Writer at My Mobile magazine and held a role as a reviewer and tech writer at Gizbot. His professional trajectory reflects a rigorous commitment to technology reporting, backed by a postgraduate degree from Banaras Hindu University.
Expertise & Focus Areas: Anuj’s reporting covers the spectrum of personal technology, characterized by a unique blend of modern analysis and historical context. His key focus areas include:
Core Technology: Comprehensive coverage of smartphones, personal computers, apps, and lifestyle tech.
Deep-Dive Narratives: Specializes in composing longer-form feature articles and explainers that explore the intersection of history, technology, and popular culture.
Global & Local Scope: Reports extensively on major international product launches from industry titans like Apple and Google, while simultaneously covering the ecosystem of indie and home-grown tech startups.
Niche Interests: A dedicated focus on vintage technology and retro gaming, offering readers a nostalgic yet analytical perspective on the evolution of tech.
Authoritativeness & Trust
Anuj is a trusted voice in the industry, recognized for his ability to de-jargonize trending topics and provide context to rapid technological advancements. His authority is reinforced by his on-ground presence at major international tech conferences and his nuanced approach to product reviews. By balancing coverage of the world's most valuable tech brands with emerging startups, he offers a holistic and objective view of the global technology landscape.
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3 min read
Nvidia’s GPUs have become the critical hardware that powers advanced AI models like ChatGPT.
