Nvidia faces a no-win trap? CEO Jensen Huang says Wall Street did not appreciate Q3 results amid AI bubble fears

Jensen Huang, Chief Executive Officer (CEO) of US-based artificial intelligence (AI) chipmaker Nvidia, claimed in the company’s meeting on Thursday, November 20, 2025, that the US stock market did not appreciate the company’s July-September quarter results due to fears of an AI bubble, the news portal reported. Business Content.

“The market did not appreciate Nvidia’s ‘incredible’ quarter. This puts the AI ​​chip maker in a ‘no-win’ situation, which affects the market’s expectations from the company,” Jensen Huang said, according to the news portal’s report.

Huang flagged the no-win situation by emphasizing that if the company delivers poor results in the third quarter, it will serve as evidence of an AI bubble, and if it is a great quarter, the market will call it fueling the AI ​​bubble.

“If we have a bad quarter, that’s evidence of the existence of an AI bubble. If we have a great quarter, we’re fueling the AI ​​bubble,” Nvidia CEO said.

Referring to what was said about the company on social media, Jensen Huang also said that if the company had a bad quarter, ‘the whole world would fall apart’.

“If we had had a bad quarter, if we had fallen behind by a hair, if we had looked a little creaky, the whole world would have fallen apart,” Huang said. “There’s no doubt about it, okay? You should have seen some of the memes on the internet. Have you seen some of these? We’re basically holding the planet together, and that’s not true,” the news portal reported.

Nvidia’s response to Huang’s comments

Nvidia said in its official statement that CEO Jensen Huang’s message to the company was to let employees focus on their work while letting the markets take care of themselves.

“After a quarter of incredible growth and unusual demand, Jensen’s message to the company was to stay focused and let the market take care of itself,” an Nvidia spokesperson said in an official statement included in the news portal’s report.

Nvidia Q3 results

Mint It was previously reported that Nvidia announced that its net revenue in the July-September quarter of the 2025 calendar year increased by 65% ​​on an annual basis to $31.9 billion, from $19.31 billion in the same period of the previous year.

The company’s data center division was the largest contributor to overall revenues, generating $51.2 billion in revenue in the third quarter of 2025; GPU sales reached $4.3 billion in the same period.

The AI ​​chip maker expects to generate half a trillion dollars ($500 billion) in revenue from its semiconductor business by the end of 2026, Nvidia CFO Colette Kress said during the company’s earnings call.

Colette Kress said Nvidia expects “visibility of half a trillion dollars in Blackwell and Rubin revenues from the beginning of this year through the end of calendar year 2026.”

The company’s shares rose 5.5% in the pre-market trading session on the US stock exchange after Nvidia announced its third-quarter results on Thursday last week. Nvidia shares rose more than 5% in U.S. markets during Friday’s trading session, following a $500 billion revenue claim and better-than-expected third-quarter net income figures.

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