By Chris Taylor
Publication Date: 2025-11-19 22:55:00
That sound you hear isn’t the pop of the AI bubble — it’s every company that relies on the AI economy breathing a huge sigh of relief.
NVIDIA, the king of fancy GPU chips that power most AI models, just beat market expectations again. During the third quarter of 2025, the company made $57 billion in revenue; this was $2 billion more than most Wall Street analysts expected.
Even better for NVIDIA, and for the whole AI economy, almost all that extra revenue came from the company’s data center business — which is where the rubber of AI models meets the road of the internet.
The one NVIDIA division that came in lower than estimates was its gaming chip business — which AI world need not care about.
“Sales are off the charts,” NVIDIA CEO Jensen Huang said of the company’s Blackwell chips, its latest GPU model, in a statement. “Cloud GPUs are sold out.” For the fourth quarter of 2025, the company predicts even higher total revenue of $65 billion.
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Huang went on to claim that the “AI ecosystem” had “entered a virtuous cycle” and was “scaling fast.” The CEO denied as recently as October that we’re in an AI bubble; now he seems to be saying this growth can last indefinitely.
Will the AI bubble still burst?
That…
