Big Take Asia Podcast

Wall Street’s Worried About an AI Bubble. Nvidia Just Delivered an Answer

Nvidia’s earnings calmed fears of an AI bubble, but it isn’t out of the woods yet. On today’s Big Take podcast we look at the challenges the company faces as it races to keep up with global demand.

The Nvidia headquarters in Santa Clara.Photographer: David Paul Morris/Bloomberg

Provide news feedback or report an error

Confidential tip?

Send a tip to our reporters

Site feedback:

Take our Survey

By David Gura, Rachael Lewis-Krisky, and Naomi Ng

November 20, 2025 at 4:47 PM UTC

Never miss an episode. Follow The Big Take daily podcast today.

Nvidia released its third quarter earnings Wednesday, crushing estimates and easing Wall Street’s concerns about an AI bubble.