Jensen Huang joins ‘The Claman Countdown’ to debate the impression of synthetic intelligence and reinvention of computing.
Nvidia CEO Jensen Huang mentioned Wednesday the chipmaker is heading right into a “crazy good” fourth quarter, underscoring its dominance on the coronary heart of the worldwide synthetic intelligence growth.
In an interview on FOX Enterprise Community’s “The Claman Countdown” following stronger-than-expected third-quarter earnings, Huang mentioned he expects the momentum to hold into the subsequent quarter.
“We guided to a much larger quarter next quarter,” Huang mentioned. “And so the guidance that we provided is crazy good — I would agree with that. But we’re in the beginning of a very long-term build-out of the fundamental infrastructure of humanity, which is computing.”
Huang added that the California-based firm is main a change in computing.
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Nvidia founder and CEO Jensen Huang seems on as US President Donald Trump speaks on the US-Saudi Funding Discussion board on the John F. Kennedy Middle for the Performing Arts in Washington, DC on Nov. 19, 2025. (BRENDAN SMIALOWSKI/AFP by way of Getty Photographs / Getty Photographs)
“We reinvented computing for the first time in 60, 70 years,” he mentioned. “And so all of the computers that have been installed around the world is being modernized to accelerated computing and video GPUs and to artificial intelligence. And so this build-out is going to last us many years to come.”
Earlier Wednesday, Huang shrugged off issues about an AI bubble as the corporate stunned Wall Road with accelerating development after a number of quarters of slowing gross sales.
The chipmaker’s stellar third-quarter earnings and fourth-quarter forecast calmed, at the least briefly, investor nerves over issues an AI growth has outrun fundamentals.
International markets have regarded to the chip designer to find out whether or not investing billions of {dollars} in AI infrastructure enlargement has resulted in an AI bubble.
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Elon Musk, chief government officer of Tesla Inc., left, and Jensen Huang, chief government officer of Nvidia Corp., throughout the US-Saudi Funding Discussion board on the Kennedy Middle in Washington, DC, on Nov. 19, 2025. (Stefani Reynolds/Bloomberg by way of Getty Photographs / Getty Photographs)
“There’s been a lot of talk about an AI bubble. From our vantage point, we see something very different,” Huang mentioned on a name with analysts, the place he touted how a lot cloud firms needed Nvidia chips.
“We’re in every cloud. The reason why developers love us is because we’re literally everywhere,” he mentioned. “We’re everywhere from cloud to on-premise to robotic systems, edge devices, PCs, you name it. One architecture. Things just work. It’s incredible.”
He reiterated a forecast from final month that the corporate had $500 billion in bookings for its superior chips via 2026.
Shares of the AI market bellwether jumped 5% in prolonged buying and selling, establishing the corporate so as to add $220 billion in market worth.
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The Nvidia emblem is displayed on a telephone display on this illustration photograph taken in Krakow, Poland on July 19, 2023. (Getty Photographs / Getty Photographs)
Forward of the outcomes, doubts had pushed Nvidia’s shares down practically 8% in November, after a surge of 1,200% previously three years.
The broader market has declined virtually 3% this month.
After the outcomes, S&P 500 futures rose 1%, exhibiting merchants count on the U.S. inventory market to open sharply larger on Thursday.
The world’s most respected firm mentioned it anticipated fiscal fourth-quarter gross sales of $65 billion, plus or minus 2%, in contrast with analysts’ common estimate of $61.66 billion, in accordance with information compiled by LSEG.
It forecast an adjusted gross margin of 75% for the interval, plus or minus 50 foundation factors, and Nvidia’s finance boss Colette Kress mentioned the corporate plans to carry gross margins within the mid-70% vary throughout fiscal 2027.
Nvidia’s third-quarter gross sales rose 62%, their first acceleration in seven quarters. Gross sales within the data-center section, which accounts for a majority of Nvidia’s income, grew to $51.2 billion within the quarter ended October 26. Analysts anticipated gross sales of $48.62 billion.
Nvidia’s fortunes pushed up shares of rival AMD, in addition to these of tech giants together with Alphabet and Microsoft.
The chipmaker, seen because the posterchild for synthetic intelligence, is closely represented in about 673 numerous ETFs, in accordance with Looking for Alpha.
Funds which maintain a excessive focus, between 21% to 27% of the tech-giant, embrace VanEck Semiconductor, Try U.S. semiconductor ETF and Grizzle Progress ETF.
As for the broader S&P 500, Nvidia is the biggest inventory within the benchmark, in accordance with the S&P 500 Dow Jones Indices. Thus, funds that observe the S&P 500 should mirror it.
Ticker Safety Final Change Change % SMH VANECK SEMICONDUCTOR ETF 339.44 +6.15
+1.85%
SHOC STRIVE U.S. SEMICONDUCTOR ETF 65.35 +1.63
+2.56%
DARP TIDAL TRUST II GRIZZLE GROWTH ETF 43.06 +0.68
+1.61%
QQQ INVESCO QQQ TRUST – USD DIS 599.87 +3.56
+0.60%
SPY SPDR S&P 500 ETF TRUST – USD DIS 662.72 +2.53
+0.38%
VOO VANGUARD S&P 500 ETF – USD DIS 609.35 +2.36
+0.39%
Therefore, a handful of the biggest ETFs by measurement additionally rely Nvidia as a high holding, together with Invesco’s QQQ at 10%, SPDR S&P 500 ETF and Vanguard’s S&P 500 ETF each at 8%.
Shares of Nvidia have superior 35% this yr, outpacing the 13% rise within the S&P 500.
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You possibly can watch the complete interview Thursday on FOX Enterprise Community’s “The Claman Countdown” at 3pm ET.
Reuters contributed to this report.
