Nvidia was the focus of market attention on November 20, 2025, following the release of its quarterly report (the previous evening). As reported by Reuters, financial results showed strong revenue growth driven by the data center segment. Company leadership specifically noted that demand for the new generation of Blackwell chips is "through the roof" and exceeds supply. Nvidia also firmly rejected the notion of an "AI bubble," stating that fundamental demand for infrastructure for modernized computing is just beginning to materialize.
Nvidia Reports Strong Quarter: Demand for Blackwell Chips is "Through the Roof"