Nvidia has just burst an AI bubble? Here is what the market says

The results of the second warm quarter of the results of the power of the NVIDIA (NVDA) on Wednesday have brothers of Wall Street and the analysts who love them to catch all kinds of feelings.

Longntre on the way the market considers AI in general, the largest company in the world has enough weight in its valuation of $ 1 billion to move entire clues, not to mention the technological sector.

This has been particularly the case in the past two weeks, when hands on what Nvidia would say in its second quarter results on August 27 reached a fever.

The TLDR adopts what all of this was and why does it count? The numbers which showed strong growth of Nvidia were good for the pursuit of Bull Run of the AI; The low figures would mean that expenditure at the Casino on AI finally shows signs of a slowdown.

With investors like the American government and Meta, Google and the private market plowing billions in AI and its tools, it is always wise to stop for a minute and to see what can be the short -term projections for such a hot sector.

So what do NVIDIA’s revenues mean for AI expenses?

Well, as is generally the case to analyze Wall Street, it really depends on who you ask.

Overall, NVIDIA managed to exceed market consensus, with sales in the second quarter of $ 46.74 billion, up 56% compared to a year ago, a certain number which exceeded the planned market consensus of $ 46.23 billion. Of this number, around $ 41.1 billion came from the activity of the company’s data centers, which missed its planned goal of $ 41.29 billion.

For some observers of the technology sector, this disparity (although considered relatively minor in other companies) was sufficient to relaunch alarms that an expense glacial period could be drawn.

“(Expenditure of operators in the data center) could tighten on the sidelines if the short -term yields of AI applications remain difficult to quantify,” analyst Emarketer Jacob Bourne wrote in a note to investors.

For others, however, Nvidia’s results were in fact a reassuring sign that IA expenses and investors, banks and the financing of the VCS have very little to fear these specific results.

“I do not care about the market capitalization apparently excited by the sky that these actions have. I simply try to put an assessment on a company that does what you need to become one of the serious actors of the AI,” said Jim Cramer of CNBC after the analysis of the profits.

“I learned not to question Amazon or Microsoft or Google or Meta or even Tesla – the big customers – a long time ago. They know more than me … I’m just grateful to have left me the turn,” added Cramer.

And everyone?

Of course, the debate on the bubble has not lost time to flourish on social networks Wednesday, with boosters and skeptics publishing everything, super long treaties to memes hot on the proximity of calamity or the calm that we are now.

I just listened to two mothers in the playground saying they wanted to consider starting a practice of “AI dentistry”. Guys it’s a bubble it’s a bubble pic.twitter.com/oaebqjddrc

– Bwabbage (@bwabbage) August 27, 2025

NVIDIA generated more income than expected during the recent three -month period ending in July, the company announced on Wednesday, defying the concern of certain important figures concerning a possible Bulle in the AI ​​industry.

– ABC News (@ABC) August 27, 2025

The point to take away?

It is probably better to cover your bets on AI as an endless growth mastodon.

With data and growth center numbers such as those published on Wednesday, the prospects surrounding Nvidia’s profits increased fears that the current increase in investment in artificial intelligence systems (AI) can be unbearable in the long term.

You can now expect a growing choir of analysts to wonder if the evaluations are justified by the real potential of income, in particular in the midst of broader economic uncertainties.

Nvidia’s prospects for its activities in China were also a key element in its T2 directives and have highlighted two potentially important obstacles to growth: disappointing figures reported in this region, and continuous uncertainty about what could expect from American interior policies.

More specifically, despite Trump’s administration, which recently softened the export restrictions of certain AI chips in Beijing, this change in policy has not yet produced significant recovery in Nvidia income from the region.

The persistent difficulties on the Chinese market also continue to throw a shadow on the prospects for the growth of the company, stressing how geopolitical tensions remain an important headwind for the giant of semiconductors.