By Adria Cimino, The Motley Fool
Publication Date: 2025-11-15 12:10:00
Nvidia is a bellwether for the entire AI industry.
Nvidia (NVDA +1.68%) investors are facing a big moment: The artificial intelligence (AI) chip giant’s third-quarter earnings report is set for next week. Of course, these reports come along every three months, so you may be wondering why this one, in particular, seems to have everyone on the edge of their seats.
In recent weeks, concern has mounted about the possible formation of an AI bubble — this is after AI stocks have soared quarter after quarter, pushing valuations higher. Now, some worry about whether these levels are sustainable. Other tech companies have offered positive evidence that the AI boom is marching on — but will dominant chip player Nvidia follow?
Here are three things to watch during Nvidia’s Nov. 19 report:
Image source: Getty Images.
1. How Nvidia may stand out
Nvidia chief Jensen Huang recently offered investors clues about demand for the company’s latest AI chip architecture, Blackwell, and the update to launch next year, Rubin. He said that total cumulative shipments of Blackwell and Rubin products, as well as networking equipment, so far total about $500 billion over 2025 and 2026.
This supports the idea that demand is going strong for Nvidia’s top graphics processing units (GPUs), but it’s also important to note that rival Advanced Micro Devices reported record quarterly revenue and just unveiled a strategy to lead the next generation of AI computing.
It will be important to gather clues…
