The chip maker says demand looks strong through next year, while a selloff has made the $4.5 trillion company look cheap.

Analysts say Nvidia's blockbuster earnings show the AI boom is still accelerating and that fears of an AI bubble are overstated.

Record sales, a strong financial forecast, and CEO Jensen Huang’s impassioned arguments on his company's earnings call weren’t enough to push Nvidia shares back to their October high.

The latest test for the world's most valuable company arrives at a fraught moment for markets, which have fallen for four consecutive days over fears of an AI bubble. Nvidia, which makes many of the chips fueling AI products, has suffered a decline of more than 10% over the past two weeks.

Nvidia's record earnings affirms CEO Jensen Huang's position that the AI boom is gaining momentum.

Computer chip maker Nvidia is at the head of the artificial intelligence revolution. Its results could determine where markets — and the economy — go next.

Tech giant Nvidia posted record revenue and strong profit for the third quarter, beating Wall Street expectations, amid exploding growth in artificial intelligence

The chip giant on Wednesday produced results and forecasts that beat expectations, allaying immediate fears. But there are longer-term worries that Nvidia's growth could be crimped by factors beyond the control of even the most valuable listed company in human history, now worth more than $4.5 trillion.

One confident message coming out of Nvidia earnings: "AI spending isn’t just holding up, it's accelerating," wrote Jake Behan, the head of capital markets at Direxion. That upbeat tone from Nvidia "could flip this tech rotation on its head,

Microsoft, Nvidia, and Anthropic seal a multibillion-dollar AI pact, scaling Claude on Azure with Nvidia chips to bring frontier models to more enterprises.

CEO Jensen Huang addresses the AI bubble and highlights Nvidia's new partnerships with Anthropic, OpenAI, and xAI.