Nvidia projected fiscal fourth-quarter revenue of $65 billion, signaling accelerating demand for AI infrastructure after posting a record $57 billion in sales in the prior quarter. The chip maker said orders for its Blackwell platform and forthcoming Vera Rubin chips remain strong and that it has visibility to $500 billion in revenue tied to those platforms through 2026. Management pushed back on concerns of an AI bubble, citing a major platform shift driving data-center spending. Nvidia shares rose about 39% in 2025 amid brisk demand from cloud providers and enterprises.
Nvidia’s $65 Billion Outlook Sends a Strong Signal on the AI Boom
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