In a recent internal company meeting, Nvidia's Chief Executive Officer Jensen Huang expressed his frustration, stating that the US stock market failed to properly value the company's stellar July to September quarter results. This sentiment comes amidst growing whispers on Wall Street about a potential artificial intelligence bubble.
The 'No-Win' Situation for an AI Titan
According to a report from Business Insider, Huang detailed the peculiar predicament Nvidia finds itself in. He explained that the market's perception has created a 'no-win' situation for the world's leading AI chipmaker. "If we delivered a bad quarter, it is evidence there's an AI bubble. If we delivered a great quarter, we are fueling the AI bubble," Huang told his employees.
He further emphasized the immense pressure on the company, highlighting the dramatic consequences he believes would have followed even a minor miss. "If we delivered a bad quarter, if we're off by just a hair, if it just looked a little bit creaky, the whole world would've fallen apart," Huang stated, even referencing internet memes that humorously suggest Nvidia is "holding the planet together."
Stellar Financials Amidst the Skepticism
Huang's comments are particularly striking given the company's outstanding financial performance. For the third quarter of the 2025 calendar year, Nvidia announced a 65% year-on-year surge in net income, reaching $31.9 billion, a massive jump from the $19.31 billion reported in the same period last year.
The engine of this growth was the company's data centre division, which generated a staggering $51.2 billion in revenues. In comparison, GPU sales contributed $4.3 billion during the same quarter.
Looking Ahead: A $500 Billion Bet on AI
Despite market skepticism, Nvidia's leadership remains supremely confident about the future. During the company's earnings call, Chief Financial Officer Colette Kress made a bold projection. She stated that Nvidia has "visibility to a half a trillion dollars in Blackwell and Rubin revenue" from the start of 2025 through the end of the 2026 calendar year.
This confidence was mirrored by investors. Following the results announcement, Nvidia's shares jumped more than 5.5% in pre-market trading and continued their upward trajectory, gaining over 5% during the regular trading session on Friday.
In an official statement, an Nvidia spokesperson clarified that Huang's core message to the company was to remain focused on execution. "After another quarter of incredible growth and off-the-charts demand, Jensen's message to the company was to stay focused and let the market take care of itself," the spokesperson said.
