South-Africa: Nvidia’s upbeat forecast soothes fears of AI spending bubble

Jensen Huang, chief executive officer of Nvidia Corp. Photographer: Stefani Reynolds/Bloomberg

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20 Nov 2025, 10:17 am

Key topics: Nvidia forecasts $65bn in Q1, beating analysts’ expectations.

CEO says AI demand remains strong, no bubble in the sector.

Investments in OpenAI, Anthropic support Nvidia’s long-term growth.

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