NVIDIA, the American semiconductor giant, announced on the 25th that it achieved record profits for the quarter ending in January 2026, with revenues soaring 73% year-on-year to $68.127 billion and net income jumping 94% to $42.96 billion. Despite concerns over a potential 'AI bubble', the company maintains its optimistic outlook, suggesting that demand continues to expand rather than contract. The company dominates the market with about 80% share in AI semiconductors for data centers.

During the earnings call, Chief Financial Officer Colette Kress attributed the strong performance to an expanding customer base for data center semiconductors, indicating a positive market trend. She stated that the quarter had shown exceptional results, reinforcing NVIDIA's position in the rapidly growing AI sector. Despite these encouraging figures, some market players are worried about whether NVIDIA can recoup its massive investments, a concern highlighted during the discussions.

CEO Jensen Huang reiterated the strength of AI-driven revenue, emphasizing that demand is growing exponentially and unlikely to plateau. He characterized the current landscape of AI as a 'new industrial revolution', suggesting that the long-term outlook remains bright. Huang's comments reflect confidence in sustained growth, despite existing reservations about the semiconductor industry's volatility and market dynamics.