Nvidia Reports $57 Billion Revenue as Earnings Reach $31.9 Billion

Nvidia recently announced robust third-quarter financial results, significantly surpassing analyst expectations and helping to alleviate concerns about a potential 'AI bubble.' The company reported record revenue of $57 billion, with earnings reaching $31.9 billion. Its data center business, a key driver, generated $51.2 billion in revenue, a 66% increase. CEO Jensen Huang confirmed that demand for Blackwell and Hopper AI chips is 'off the charts,' with cloud GPUs completely sold out. Nvidia's adjusted earnings per share stood at $1.30, and its total revenue was $57.01 billion. Looking ahead, Nvidia projects strong fourth-quarter revenue of approximately $65 billion, exceeding average analyst estimates of $62 billion, and sees over $500 billion in revenue visibility through 2026. Despite these impressive figures, CFO Colette Kress noted that shipments of the H20 chip were lower than anticipated due to US export rules impacting sales to China. Prior to Nvidia's earnings report, stock markets experienced declines, with investors cautiously awaiting the results for insights into the AI market's future and the sustainability of AI investments. However, Nvidia's strong performance pushed its shares up nearly 4%. Beyond Nvidia, the artificial intelligence sector sees diverse developments. In the music industry, Warner Music Group settled its lawsuit with AI music company Udio, signing a landmark licensing deal. Udio will compensate for past copyright infringement and gain rights to use Warner Music's catalog for future AI music creation, with a new 'walled garden' platform, Udio 2.0, allowing users to create and listen to music from participating artists. Meanwhile, AI music generator Suno recently secured $250 million in funding, valuing the company at $2.45 billion, despite facing lawsuits from major record labels over alleged copyright infringement. Suno claims nearly 100 million users have utilized its platform since 2023, with AI-generated artists even appearing on Billboard charts. Infrastructure and investment in AI continue to expand. Grande Group Limited and GAIB AI Global Holdings announced a strategic, non-binding agreement on November 18, 2025, to finance and develop critical AI infrastructure, including GPU/TPU clusters, AI data centers, and robotics systems. Micron Technology's value has soared to over $30 billion, driven by high demand for its NAND flash memory chips, essential for AI data storage. Onepot AI also secured $13 million in funding to accelerate chemical drug creation, using an AI organic chemist named Phil and a lab called POT-1 to reduce molecule synthesis time from months to days. Furthermore, Saudi Arabia is leading a significant $900 million funding round for Luma AI, deepening US-Saudi ties. Goldman Sachs identified a new category of 'AI Productivity Beneficiaries,' including companies with high labor costs like Bank of America and Zillow Group, which are poised to benefit from AI's ability to streamline operations and boost revenue. Bank of America, for instance, plans to invest $4 billion in AI, with 18,000 developers already utilizing AI agents.

Key Takeaways

• Nvidia reported record third-quarter revenue of $57 billion and earnings of $31.9 billion, with data center revenue reaching $51.2 billion.
• Nvidia's Q3 results, including $57.01 billion in revenue and $1.30 adjusted EPS, surpassed analyst predictions, calming 'AI bubble' fears.
• Nvidia forecasts approximately $65 billion in revenue for the fourth quarter, exceeding analyst estimates, driven by 'off the charts' demand for Blackwell and Hopper AI chips.
• US export rules led to lower-than-expected shipments of Nvidia's H20 chips to China.
• Warner Music Group signed a landmark licensing deal with AI music company Udio, which will pay for past copyright infringement and gain rights to use WMG's catalog.
• AI music generator Suno raised $250 million, valuing the company at $2.45 billion, despite facing copyright infringement lawsuits from major record labels.
• Grande Group Limited and GAIB AI Global Holdings entered a non-binding agreement to finance and develop AI infrastructure, including GPU/TPU clusters and data centers.
• Onepot AI secured $13 million in funding to accelerate chemical drug creation, aiming to reduce molecule synthesis time from months to days.
• Saudi Arabia is leading a $900 million funding round for Luma AI, indicating deepening US-Saudi ties in the AI sector.
• Goldman Sachs identified 'AI Productivity Beneficiaries' such as Bank of America and Zillow Group, which are leveraging AI to reduce labor costs and boost productivity.

Nvidia AI chip demand drives record earnings

Nvidia announced strong third-quarter financial results, beating what analysts expected. The company reported record revenue of $57 billion and earnings of $31.9 billion, with revenue up 62% from last year. CEO Jensen Huang stated that sales for Blackwell chips are "off the charts" and cloud GPUs are sold out, showing high demand for their AI chips. Nvidia expects fourth-quarter revenue to reach $65 billion, and its shares rose nearly 4% after the announcement. This strong performance helps calm investor worries about an "AI bubble" and highlights the real spending in AI infrastructure.

Nvidia's record revenue calms AI bubble fears

Nvidia reported record third-quarter revenue of $57 billion, largely due to its booming data center business which brought in $51.2 billion. CEO Jensen Huang stated that sales for Blackwell GPU chips are "off the charts" and cloud GPUs are sold out, showing strong demand for their AI products. CFO Colette Kress noted that H20 chip shipments were lower than expected due to US export rules affecting sales to China. Despite this, Nvidia forecasts $65 billion in revenue for the fourth quarter, pushing its share price up. Huang believes the company's growth proves there is no AI bubble.

Nvidia exceeds forecasts with strong AI chip sales

Nvidia reported strong third-quarter results, with adjusted earnings per share of $1.30 and revenue of $57.01 billion, beating analyst predictions. The data center business, including Blackwell and Hopper AI chips, saw revenue climb 66% to $51.22 billion. CEO Jensen Huang confirmed that Blackwell chip demand is "off the charts" and cloud GPUs are sold out, with the GB300 chip making up two-thirds of Blackwell revenue. CFO Colette Kress noted that US export rules limited sales of the H20 chip to China. Nvidia expects about $65 billion in revenue for the fourth quarter and sees over $500 billion in revenue visibility through 2026, easing concerns about an AI bubble.

Warner Music partners with Udio for licensed AI music

Warner Music Group settled its lawsuit with AI music company Udio, signing a landmark licensing deal. Udio will pay for past copyright infringement and gain rights to use Warner Music's catalog for future AI music creation. WMG CEO Robert Kyncl stated this deal protects artists' rights while exploring AI's potential. Udio CEO Andrew Sanchez said the partnership will let users create remixes and new songs with opt-in artists' voices. The new Udio 2.0 platform will be a "walled garden" where users can create and listen but not download or share, and it will only feature music from participating artists.

AI music tool Suno valued at 2.45 billion dollars

AI music generator Suno recently raised $250 million, valuing the company at $2.45 billion. Suno, which lets users create songs from text prompts, claims nearly 100 million people have used its platform since 2023. The company says it makes music creation more accessible and is the "future of music." However, major record labels have sued Suno, claiming its technology was trained on copyrighted material without permission. Despite the controversy, AI-generated artists like Xania Monet, created entirely on Suno, are now appearing on Billboard R&B and radio charts.

Stocks fall as investors await Nvidia AI report

Stock markets saw a decline, with the S&P 500 falling for the fourth day in a row, its longest losing streak since August. The Nasdaq 100 also dropped, while the Russell 2000 gained. Investors are cautiously awaiting Nvidia's earnings report to understand the future of the AI market. Meanwhile, Micron Technology's value has soared to over $30 billion due to high demand for its NAND flash memory chips. This demand comes from the increasing need for data storage products driven by the AI investment boom.

Grande Group and GAIB plan AI infrastructure partnership

Grande Group Limited announced a strategic, non-binding agreement with GAIB AI Global Holdings on November 18, 2025. This partnership aims to finance and develop critical AI infrastructure, including GPU/TPU clusters, AI data centers, and robotics systems. Grande Group will use its global reach to support GAIB's efforts in securing funding for these projects. Both companies plan to work towards a formal commercial agreement to finalize the terms of their collaboration. This move is a significant step for Grande Group to engage with the fast-growing artificial intelligence sector.

Markets fall amid Fed signals and Nvidia earnings

Stock markets experienced a volatile day, with the S&P 500, Nasdaq Composite, and Dow Jones Industrial Average all falling. Investors are closely watching Nvidia's quarterly earnings report, due after the market closes, for insights into the AI market's future. There are growing questions about the sustainability of AI investments and the return on investment for companies buying AI chips. Additionally, the Federal Reserve's latest meeting minutes and upcoming jobs data are influencing market uncertainty. Retailers Lowe's and Target also reported mixed earnings, adding to the market's cautious mood.

Onepot AI raises 13 million to speed up drug creation

Onepot AI secured $13 million in funding to simplify and accelerate the creation of chemical drugs. Founders Daniil Boiko and Andrei Tyrin developed Onepot to overcome the slow process of synthesizing new molecules in drug discovery. Their company uses an AI organic chemist named Phil and a lab called POT-1 to quickly create small molecules for biotech and pharma partners. This technology aims to reduce the time it takes to make a single compound from months to just days. Onepot offers a catalog of molecules, synthesizes them, and ships them to clients for their experiments, helping to rebuild small molecule synthesis in the United States.

Saudi Arabia leads $900mn funding round in Luma AI as US ties deepen

The content for this article was not accessible, so a detailed summary cannot be provided. However, based on the title, Saudi Arabia is leading a significant $900 million funding round for Luma AI. This investment is occurring as ties between the US and Saudi Arabia are deepening.

Goldman Sachs names top AI productivity beneficiaries

Goldman Sachs identified a new group of companies, including banks, that could benefit greatly from the next phase of AI. Analyst Ryan Hammond highlighted "AI Productivity Beneficiaries" which are companies with high labor costs that AI can reduce. These companies, like Bank of America and Zillow Group, have already seen double-digit returns this year. Bank of America, for example, plans to invest $4 billion in AI to boost productivity and revenue, with its 18,000 developers already using AI agents. Goldman Sachs also sees strong potential in IBM and Zillow Group, which are using AI to streamline operations and offer new tools.

Nvidia forecasts 65 billion dollars in Q4 sales

Nvidia Corporation projects strong sales of about $65 billion for its fiscal fourth quarter. This forecast surpasses the average analyst estimate of $62 billion. The company's outlook suggests continued high demand for its artificial intelligence products. This positive projection was published on November 19, 2025.

Sources

• Nvidia reports strong quarterly earnings, topping analyst expectations
• Nvidia's record $57B revenue and upbeat forecast quiets AI bubble talk
• Nvidia reports strong guidance as AI boom sparks ’off the charts’ Blackwell sales By Investing.com
• Warner Music Settles With Udio, Signs Deal for Licensed AI Music Platform
• AI Music Generator Suno Valued At $2.45 Billion—Here’s Why It’s Controversial
• Stocks slide as investors await Nvidia earnings to assess the AI trade
• Grande Group (NASDAQ: GRAN) and GAIB Plan AI Infrastructure Financing Partnership MOU
• Markets Stumble As Fed Signals, Earnings, And AI Crosscurrents Drive Volatility
• Onepot AI raises $13M to help make chemical drug creation easier
• Saudi Arabia leads $900mn funding round in Luma AI as US ties deepen
• Goldman says these banks and other ordinary companies may benefit most from next phase of AI trade
• Nvidia Projects Sales of $65 Billion, AI Demand Strong