By Prosper Junior Bakiny, The Motley Fool
Publication Date: 2026-05-24 06:20:00
Is the artificial intelligence (AI) bubble about to burst? Some people think so. And if that does happen, leading AI companies, such as Nvidia (NASDAQ: NVDA), may experience sharp dips. However, there are also reasons to remain bullish on AI, and Nvidia’s financial update and conference call for the first quarter of its fiscal year 2027, ending on April 26, highlighted this. Let’s look into some reasons it is not too late to invest in Nvidia.
The proof is in the pudding
Nvidia released its earnings update on May 20. The market was not satisfied, despite the company’s revenue and earnings beat and strong second-quarter guidance. However, the chipmaker’s financial results continue to show clear evidence of sustained, and even accelerating demand, for its products.
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Consider this: Nvidia’s revenue has now grown sequentially for 14 quarters straight. That’s nearly four years of increased spending on AI infrastructure quarter after quarter, with not a single dip, and, notably, Nvidia’s revenue grew sequentially by $13.5 billion this time around, a record for the company. Based on Nvidia’s guidance, sequential growth will continue for at least one more quarter.
That is an incredibly impressive…
