NVIDIA earnings report: Why the AI bubble will bounce into 2026

That sound you hear isn't the pop of the AI bubble — it's every company that relies on the AI economy breathing a huge sigh of relief. NVIDIA, the king of fancy GPU chips that power most AI models, just beat market expectations again. During the third quarter of 2025, the company made $57 billion in revenue; this was $2 billion more than most Wall Street analysts expected. Even better for NVIDIA, and for the whole AI economy, almost all that extra revenue came from the company's data cente