Jensen Huang joins Claman Countdown to discuss the impact of artificial intelligence and reinventing computing.
Nvidia CEO Jensen Huang said Wednesday that the company is having a “very strong” fourth quarter, underscoring the company’s position at the center of the global artificial intelligence boom.
Following better-than-expected third-quarter results, Huang said in an interview on FOX Business Network’s “The Craman Countdown” that he expects that momentum to carry over into next quarter.
“We aim to deliver even greater growth in the next quarter,” Huang said. “So the guidance that we have provided is very good, and I agree with that, but we are at the beginning of a very long-term build-up of humanity’s basic infrastructure. it’s computing. ”
Huang added: California based company is leading the transformation in computing.
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NVIDIA founder and CEO Jensen Huang looks on as U.S. President Donald Trump speaks at the U.S.-Saudi Investment Forum at the John F. Kennedy Performing Arts Center in Washington, DC, on November 19, 2025. (Brendan Smialowski/AFP via Getty Images/Getty Images)
“We reinvented computing for the first time in 60, 70 years,” he said. “That’s why every computer in the world is being modernized with accelerated computing, video GPUs, and artificial intelligence. So this increase will continue for years to come.”
Earlier Wednesday, Hwang dismissed concerns about an AI bubble as the company surprised Wall Street by accelerating its growth after several quarters of weak sales.
The chipmaker’s third-quarter earnings and fourth-quarter outlook were impressive, at least temporarily allaying investors’ fears that the AI boom is outpacing fundamentals.
Global markets are watching chip designers to determine whether billions of dollars of investment in AI infrastructure expansion will spark an AI bubble.
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On November 19, 2025, during the US-Saudi Investment Forum held at the Kennedy Center in Washington, DC, Tesla CEO Elon Musk left and Nvidia CEO Jensen Huang attended. (Stephanie Reynolds/Bloomberg via Getty Images/Getty Images)
“People talk a lot about the AI bubble. From our perspective, it looks like something completely different,” Huang said on a conference call with analysts, underscoring how much cloud companies want Nvidia chips.
“We’re in every cloud. The reason developers love us is because we’re literally everywhere,” he said. “We’re everywhere, from the cloud to on-premises to robotic systems to edge devices to PCs. We have one architecture and everything works. It’s incredible.”
He reiterated his prediction last month that reservations for the company’s advanced chips would reach $500 billion by 2026.
Shares of the AI market bellwether rose 5% in after-hours trading, with the company’s market value expected to increase by $220 billion.
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This illustrated photo taken on July 19, 2023 in Krakow, Poland shows the Nvidia logo on a mobile phone screen. (Getty Images/Getty Images)
Nvidia’s stock price, which had risen 1,200% over the past three years ahead of its earnings release, fell nearly 8% in November on doubts.
The overall market is down about 3% this month.
S&P 500 futures rose 1% after the results, traders said. expect the usa The stock market will start significantly higher on Thursday.
The world’s most valuable company said it expects fourth-quarter fiscal sales of $65 billion, plus or minus 2%, compared with analysts’ average estimate of $61.66 billion, according to data compiled by LSEG.
The company expects adjusted gross margin for the period to be 75%, plus or minus 50 basis points. Head of Finance at Nvidia Colette Kress said the company plans to maintain gross profit margins in the mid-70% range during fiscal 2027.
Nvidia’s third-quarter sales rose 62%, the first acceleration in seven quarters. Revenue from Nvidia’s data center division, which accounts for the bulk of its revenue, rose to $51.2 billion in the quarter ended Oct. 26. Analysts had expected sales of $48.62 billion.
Nvidia’s fortunes have boosted the stock prices of tech giants including Alphabet, as well as that of rival AMD. and Microsoft.
The chipmaker is seen as a successor to artificial intelligence and is heavily featured in about 673 different ETFs, according to Seeking Alpha.
Funds with a high concentration of 21% to 27% in tech giants include VanEck Semiconductor, Strive US Semiconductor ETF, and Grizzle Growth ETF.
S&P 500 When it comes to the broader S&P 500 index, Nvidia is the benchmark’s largest stock, according to Dow Jones Indices. Therefore, a fund that tracks the S&P 500 should mirror the S&P 500.
| ticker | safety | last | change | change % |
|---|---|---|---|---|
| SMH | Vanek Semiconductor ETF | 339.44 | +6.15 |
+1.85% |
| shock | Strike Us Semiconductor ETF | 65.35 | +1.63 |
+2.56% |
| DARP | Tidal Trust II Grizzle Growth ETF | 43.06 | +0.68 |
+1.61% |
| QQQ | Invesco QQQ Trust – USD DIS | 599.87 | +3.56 |
+0.60% |
| spy | SPDR S&P 500 ETF Trust – USD DIS | 662.72 | +2.53 |
+0.38% |
| VOO | Vanguard S&P 500 ETF – USD DIS | 609.35 | +2.36 |
+0.39% |
As a result, some of the largest ETFs count Nvidia among their top holdings, including Invesco’s QQQ at 10%, the SPDR S&P 500 ETF, and Vanguard’s S&P 500 ETF at 8%.
Nvidia stock has risen 35% this year, outpacing the S&P 500’s 13% rise.
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The full interview can be viewed on FOX Business Network’s “The Claman Countdown” Thursday at 3 p.m. ET.
Reuters contributed to this report.
