Nvidia Fuels AI Bubble While China Gets Benched Again
KEY POINTS
- •Nvidia reported $57 billion revenue in Q3 2025, driven largely by a $51 billion data center surge.
- •CEO Jensen Huang dismissed AI bubble concerns and highlighted Nvidia’s role across all AI phases.
- •Nvidia secured major partnerships with OpenAI, Anthropic, Uber, and Elon Musk’s xAI startup.
- •Export restrictions and geopolitical tension with China continue to limit Nvidia’s sales there.
Nvidia proudly shattered expectations in Q3 with a jaw-dropping $57 billion revenue, mostly thanks to a dramatic $51 billion haul from its data center division, leaving analysts scrambling to adjust their crystal balls. CEO Jensen Huang bravely tackled 'the AI bubble' rumor head-on, reassuring everyone that Nvidia does everything from 'pre-training to post-training to inference' like a gym coach for algorithms. Meanwhile, $100 billion worth of mind-melting hardware is destined for OpenAI by 2026, Uber just parked beside xAI under Nvidia's GPU shade in Saudi Arabia, and Anthropic isn’t shy spending $30 billion on Microsoft cloud chips powered by Nvidia. Alas, export restrictions have forced Nvidia to ghost China’s AI party yet again, with CFO Colette Kress wearing a polite 'disappointed' hat over the geopolitical weeds. Oh, and one last thing – GPUs are the new bling for robotic cars, rocketing automotive sales up 32% to $592 million, proving robots love Nvidia’s juice almost as much as Facebook loves promoting Threads.
Share the Story
Nvidia just crushed $57B in Q3 sales, dropped $100B on AI gear, but sorry China, you’re still on the sidelines thanks to good old geopolitical fun.
Nvidia’s bankroll looks like Tony Stark’s, but China’s still stuck playing where’s my GPU? Plot twist: Elon’s AI heads to Saudi, not Beijing.
Who needs friends when you’ve got $51B in data centers? Nvidia’s out here partnering with every AI startup but still ghosting China like a bad Tinder date.
Source: Businessinsider | Published: 11/20/2025 | Author: Katherine Li
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