AI Bubble Panic? Jensen Huang Just Hit “Pop” on That Narrative
Nvidia’s leadership dismantles AI bubble fears with record earnings, long-term visibility, and a bold defense of its ecosystem strategy.
Nvidia’s latest earnings call wasn’t just another financial update. It was a full-throated rebuttal to the growing chorus claiming the AI boom is built on hype, circular investments, and inflated demand. Jensen Huang, who has become the face of the AI hardware revolution, used the company’s Q3 results to dismantle the AI-bubble narrative piece by piece, armed with record-breaking numbers and unwavering confidence in Nvidia’s long-term trajectory.
A Blowout Quarter That Undercuts the Bubble Talk
Huang opened the call with a message that made the Street sit up: Nvidia isn’t seeing a bubble at all. Instead, he argued the company is witnessing the early stages of a technological tidal wave that is still accelerating. Nvidia delivered earnings per share of $1.30 on revenue of $57.01 billion, outperforming already lofty expectations and proving that demand for its AI accelerators is more than financial engineering. It is real, tangible, and global.
Nvidia’s guidance for the fourth quarter only strengthened that stance. The company expects revenue of around $64 billion, well above consensus estimates. Shares initially surged more than four percent before the broader market pulled them down, but the message was clear. If this is a bubble, it’s one doing an impressive job printing record earnings.
What truly turned heads, though, was CFO Colette Kress’s revelation that Nvidia has visibility toward $500 billion in revenue from its Blackwell and Rubin chips through calendar 2026. For a company already dominating the AI infrastructure race, that kind of forward visibility is far from bubble behavior. It’s the sign of an entrenched market leader building deeper moats.

