Jensen Huang says 'the AI race is on' as Nvidia shrugs off market bubble concerns
Nvidia projects $3–$4 trillion in AI infrastructure spending by 2030 and anticipates sustained enterprise demand driving multi‑trillion‑dollar market growth.
With market on edge over AI bubble, chip stocks shudder as investors send Nvidia down 3% despite 56% growth in data center revenue
Nvidia posted record Q2 2025 results with $46.7 billion revenue and strong data-center demand, but data-center revenue narrowly missed forecasts and growth is slowing.