NVIDIA saved the market from AI bubble

Huang proved once again that the only way to thrive is to stand next to him

The biggest value in NVIDIA’s earnings is that they were undeniably strong. A double beat on the quarter and a double beat on guidance, with margins untouched. Every chip is sold out, compute demand is accelerating, and they didn’t say a single word about China.

Huang says demand is growing globally. It’s obvious that large sovereign data-center contract…