Jensen Huang joins the ‘Claman Countdown’ to discuss the impact of artificial intelligence and regenerative computing.
NVIDIA CEO Jensen Huang said Wednesday the chipmaker is entering a “crazy” fourth quarter, underscoring its dominance at the heart of global intelligence.
In an interview on FOX Business Network’s “The Claman Countdown” following solid third-quarter earnings, Huang said he expects the momentum to carry over into the next quarter.
“We are targeting a very large quarter next quarter,” Huang said. “And so the guidance that we’ve given you is pretty good — I would agree with that. But we’re at the end of a long-term build of the basic infrastructure of humanity, which is there.”
Huang added that the California-based company is leading the revolution in computing.
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Nvidia founder and CEO Jensen Huang looks on as US President Donald Trump speaks at the John F. Kennedy Center in Way Africa, DC on November 19, 2025. (Brendan smilowski/AFP via Getty Images/Getty Images)
“We’ve been restored for the first time in 60, 70 years,” he said. “And so all the computers installed around the world have been reinvented to accelerate computing and GPUs for video and intelligence.”
Earlier on Wednesday, Huang was plagued by concerns about an AI bubble as the company hit a wall in the road with accelerated growth after a series of sales.
Chipmaker Countl-Quarter Feelings earnings and fourth-quarter forecast calmed, at least temporarily, investors’ nerves about concerns the AI Boom has Outl.
Global markets are looking to the chip maker to discover that investing dollars in AI Infrastructure led to an AI Bubble.
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Elon Musk, CEO of Tesla Inc., left, and Jensen Huang, CEO of Nvidia Corp., during the US-Saudi Investment Forum at the Kennedy Center in Washington, DC, 2025. (Stefani Reynolds/Bloomberg via Getty Images/Getty Images)
“There’s been a lot of talk about the ai bubble. It’s from our vantage point
“We’re in every cloud. The reason developers love us is because we’re everywhere,” he said. “We’re everywhere from cloud to On-Premise to robotics, edge devices, PCs, you name it. Things just work.”
He also revealed a forecast from last month that the company has $500 billion in advanced chip chip bookings by 2026.
Shares of the AI market jumped 5% in extended trading, setting the company to enter $220 billion in market value.
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The NVIDIA logo is shown on a phone screen in this photo taken in Krakow, Poland on July 19, 2023. (Getty Images / Getty Images)
On the results front, doubts forced Nvidia’s shares down about 8% in November, after a 1,200% surge in the past three years.
The broader market is down about 3% this month.
After the future of the results, S & P 500 futures of 1%, to show that traders expect that the US stock market is open more on Thursday.
The most valuable company in the world said that it expects FICSAL-Quarter sales of $ 65 billion, plus or 2%, compared to the analysis estimate of $ 61.66 billion, according to data compiled by LSEG.
It predicts a variable margin of 75% of the time, as well as 50 points of the NVIDIA estimate, and Nvidia’s Personality’s Collect Korte Krette plans to hold large marks in the middle of 2027.
Nvidia’s third-quarter sales surged 62%, their first acceleration in seven quarters. Sales in the data center segment, which accounts for most of Nvidia’s revenue, grew to $51.2 billion in the quarter ended October 26. Analysts expected sales of $48.62 billion.
Nvidia’s fortunes pushed up the shares of rival AMD, as well as that of tech giants including Alphabet and Microsoft.
The chipmaker, considered the PosterChald of artificial intelligence, is heavily represented in 673 different ETFs, according to Alfa.
Funds that hold high concentration, between 21% to 27% of the tech-giant, include vaneck semiconductor, fight for semizzteror etf and grizzle growth etf and grizzle growth etf and grizzle growth etf and grizzle growth etf and grizzle etf.
As for the SASEREREAL S & P 500, NVIDIA is the largest stock on the bench, according to the S & P 500 Dow Dow Indices. Therefore, a fund that tracks the S & P 500 should be an example.
| It’s teasing | Security | – Last | Answer | change % |
|---|---|---|---|---|
| – Alone | Vaneck Semiconductor ETF | 339.44 | U +6.15 |
+ 1.85% |
| Messenger | Strive US semiconductor ETF | 65.35 | +1.63 |
+ 2.56% |
| A drake | Tidal Trust II Grizzle Growth Etf | 43.06 | U +0.68 |
+ 1.61% |
| QQQ | Invesco QQQ Trust – USD Dis | 599.87 | +3.56 |
+ 0.60% |
| Zwebela | SPDR S & P 500 ETF Trust – USD Dis | 662.72 | +2.53 |
+ 0.38% |
| The lid | Vanguard S&P 500 ETF – USD Dec | 609.35 | +.36 |
+ 0.39% |
Therefore, several of the largest etfs in size also count nvidia as a top holding, including qqco’s QQQ at 10%, the SPDRS S&P 500 ETF and the V&P 500 ETF Both.
Shares of Nvidia have advanced 35% this year, outperforming the S&P 500 by 13%.
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You can watch the full interview Thursday on Fox Business Network’s “The Claman Countdown” at 3pm et.
Reuters contributed to this report.
