Nvidia delivered record revenue of $57 billion in Q3, with Blackwell graphics processing units sold out through at least 2025. The company controls around 90% or more of the cloud artificial intelligence (AI) GPU market, despite competition from AMD and Intel ramping up alternatives.

Nvidia has soothed worries about AI demand for now, and dispelled fears of a bubble bursting. Investors piled into tech and AI names after its Q3 results.

Nvidia’s third-quarter earnings beat initially alleviated AI-bubble fears, but tech stocks slipped as markets digested economic data.

Here's 1 Number From Nvidia That You Shouldn't Ignore. It Says Something Momentous About the AI Giant's Growth. Nvidia has seen earnings soar in recent years thanks to the company’s dominance in the artificial intelligence chip market. The tech giant reported quarterly earnings this week, and once again surpassed analysts’ expectations.

Nvidia shares were initially up after an earnings report that included raised revenue guidance for the next quarter. But shares closed 3% lower.

CEO Jensen Huang addresses the AI bubble and highlights Nvidia's new partnerships with Anthropic, OpenAI, and xAI.

Nvidia CEO Jensen Huang is urging the U.S. and China to improve trade relations, arguing that access to the Chinese market is essential for American competitiveness in artificial intelligence (AI).

Prosecutors have accused Brian Raymond, founder of AI infrastructure and consulting company Bitworks, and three others of selling coveted Nvidia chips to unspecified Chinese companies.