Nvidia CEO Jensen Huang predicts ‘crazy good’ Q4 after strong earnings
Jensen Huang joins ‘The Claman Countdown’ to discuss the impact of artificial intelligence and reinvention of computing.
Nvidia CEO Jensen Huang said Wednesday the chipmaker is heading into a “crazy good” fourth quarter, underscoring its dominance at the heart of the global artificial intelligence boom.
In an interview on FOX Business Network’s “The Claman Countdown” following stronger-than-expected third-quarter earnings, Huang said he expects the momentum to carry into the next quarter.
“We guided to a much larger quarter next quarter,” Huang said. “And so the guidance that we provided is crazy good — I would agree with that. But we’re in the beginning of a very long-term build-out of the fundamental infrastructure of humanity, which is computing.”
Huang added that the California-based company is leading a transformation in computing.
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Nvidia founder and CEO Jensen Huang looks on as US President Donald Trump speaks at the US-Saudi Investment Forum at the John F. Kennedy Center for the Performing Arts in Washington, DC on Nov. 19, 2025. (BRENDAN SMIALOWSKI/AFP via Getty Images / Getty Images)
“We reinvented computing for the first time in 60, 70 years,” he said. “And so all of the computers that have been installed around the world is being modernized to accelerated computing and video GPUs and to artificial intelligence. And so this build-out is going to last us many years to come.”
Earlier Wednesday, Huang shrugged off concerns about an AI bubble as the company surprised Wall Street with accelerating growth after several quarters of slowing sales.
The chipmaker’s stellar third-quarter earnings and fourth-quarter forecast calmed, at least temporarily, investor nerves over concerns an AI boom has outrun fundamentals.
Global markets have looked to the chip designer to determine whether investing billions of dollars in AI infrastructure expansion has resulted in an AI bubble.
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Elon Musk, chief executive officer of Tesla Inc., left, and Jensen Huang, chief executive officer of Nvidia Corp., during the US-Saudi Investment Forum at the Kennedy Center in Washington, DC, on Nov. 19, 2025. (Stefani Reynolds/Bloomberg via Getty Images / Getty Images)
“There’s been a lot of talk about an AI bubble. From our vantage point, we see something very different,” Huang said on a call with analysts, where he touted how much cloud companies wanted Nvidia chips.
“We’re in every cloud. The reason why developers love us is because we’re literally everywhere,” he said. “We’re everywhere from cloud to on-premise to robotic systems, edge devices, PCs, you name it. One architecture. Things just work. It’s incredible.”
He reiterated a forecast from last month that the company had $500 billion in bookings for its advanced chips through 2026.
Shares of the AI market bellwether jumped 5%…
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