Posted on 11/19/2025 3:10:07 PM PST by E. Pluribus Unum
Nvidia, the world's biggest company, has revealed its sales are soaring — delivering a thunderous boost to the US economy, Wall Street and Americans' retirement savings.
The chipmaker, which has been the engine of the AI boom and a key driver of the market's rally, delivered another blockbuster quarter that reassured investors the tech revolution is going nowhere.
'There's been a lot of talk about an AI bubble,' CEO Jensen Huang said on Wednesday. 'We see something very different.'
The company reported $57billion in sales, smashing analyst forecasts of $54.9 billion.
Profit hit $31.9billion for the past three months, up 65 percent on last year — and a staggering 245 percent surge in just two years.
Shares soared five percent in minutes, as Huang boasted that 'sales are off the charts.' They settled to four percent by 6pm in after-hours trading.
Nvidia’s earnings had been hyped as a market-moving event unlike almost anything else in modern corporate America.
The $5trillion chipmaker supplies about 90 percent of the physical tech that powers America's artificial intelligence boom.
Nvidia boss Jensen Huang has promised explosive AI growth — but Wall Street is bracing for a violent reaction to Wednesday’s results
Nvidia's earnings were buoyed by $500billion in chip orders in the next two years.
Data centers generated $51.2billion.
'Blackwell sales are off the charts,' Huang said of Nvidia's newest flagship AI processors. 'And cloud GPUs are sold out. Compute demand keeps accelerating.'
Nvidia's quarterly numbers routinely influence the direction of the entire US stock market.
This year, major indexes have relied heavily on companies investing in AI. Nearly 30 percent of the S&P 500 index is concentrated in five companies: Nvidia, Microsoft, Apple, Amazon and Google's parent Alphabet.
That reliance has worried some investors. The big swings could make the entire US market...
(Excerpt) Read more at dailymail.co.uk ...
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Countries were buying Nividia chips left and right this past year for AI infrastructure. So of course their financials should be good.
Bought some more shares on the dip this past week. Doomsayers on FR, will still be saying they are a bust.
That reliance has worried some investors. The big swings could make the entire US market extremely volatile. And because most Americans — and millions more around the world — have their retirement savings tied to the US stock market, any downturn hits them directly.
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Investors should be worried, because they are overloading a handful of boats with their cash, optimism, & speculation, while neglecting hundreds of other good ships.
Ships that can handle a little more “investment cargo.”
Great for Nvidia and the burgeoning A.I. economy! The risk though is breaking the unwritten law of capitalism: profits in exchange for jobs.
Nvidia’s profit margin is 56%, vs. 13.8% for the S&P 500. No comment.
Would be interesting to know what chunk is from pc gamers. All those I know would pay through the nose for the latest GPU. It’s the most important component for video games. And GTA6 is coming out next year. That’ll be a boost. Heck my son in law (big gamer, introduced me to Fallout 3, NV, 4, GTA4, 5) drove across state to get the only GPU available!
I guess the writer wanted to keep us guessing for a moment. That phrase can be taken in exactly opposite ways.
I have a box of pet rocks.
the number of chips gamers buy is dwarfed by the massive numbers that go into AI farms ...
And just this afternoon folks around here were shoveling dirt onto the AI grave.
Oops. I am glad I don’t short stocks based on advice from freepers.
(And Bitcoin is up $2k from the same time frame.)
Approximately 91% of Nvidia’s products are sold to businesses, primarily through data center, professional visualization, automotive, and OEM sales. Microsoft and Amazon alone purchase over 40% of Nvidia’s output. A large percentage of Microsoft's and Amazon's business is providing the servers which are the backbone of the internet. The demand for new AI services has caused their need for Nvidia products a great deal.
The remaining 9% go to people running LLMs locally (artificial intelligence apps) and gamers. Gamers outnumber people using home-based AI apps but this balance has been shifting rapidly. So, gamers are now competing with people who are setting up computers with powerful GPUs for running AI models locally for various purposes such as generating and editing video. This along with demand from businesses has not only caused shortages in GPUs but in memory as well. The price of memory has doubled in the last few months.
I do not play computer games, and my (now old) Ryzen 3200G (integrated graphics) is good enough, with 8 browsers running concurrently, with hundreds of tabs (via multiple tab rows) - each generally for its own purpose - plus Bible programs, words processors, etc. With 128Gb or RAM though. Thanks be to God, may all be used for what is good in His sight.
PC GPUs are the gateway drug ;-). The real money is in the tater.
I guess I made enough money today for my Shares in Nvidia to go get dinner tomorrow night anywhere in the world flying first class.
Only if you sell them.
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