US-based artificial intelligence (AI) chipmaker Nvidia's Chief Executive Officer (CEO) Jensen Huang, in a company meeting on Thursday, November 20, 2025, expressed his view that the US stock market did not fully appreciate the company's strong July to September quarter results. Huang attributed this lack of appreciation to ongoing concerns regarding a potential 'AI bubble,' as reported by Business Insider. He explicitly stated that the market's reaction placed the AI chipmaker in a challenging 'no-win' situation, impacting market expectations for the company.

Huang further elaborated on this predicament, highlighting that if Nvidia had delivered poor Q3 results, it would have been perceived as evidence of an AI bubble. Conversely, if the company reported excellent results, as it did, the market would accuse it of 'fueling the AI bubble.' He famously remarked, “If we delivered a bad quarter, it is evidence there's an AI bubble. If we delivered a great quarter, we are fueling the AI bubble.” Addressing social media commentary about the firm, Huang also suggested that a slightly underwhelming quarter could have led to widespread negative consequences, stating, “If we delivered a bad quarter, if we're off by just a hair, if it just looked a little bit creaky, the whole world would've fallen apart.” He humorously referenced internet memes, acknowledging the company's perceived role in 'holding the planet together.'

In response to Huang's comments, Nvidia issued an official statement indicating that the CEO's primary message to the company's employees was to remain focused on their work, allowing the markets to manage themselves. A Nvidia spokesperson quoted in the news portal's report affirmed, “After another quarter of incredible growth and off-the-charts demand, Jensen's message to the company was to stay focused and let the market take care of itself.”

Financially, Nvidia demonstrated a robust performance in its Q3 2025. Mint had previously reported that the company announced a substantial 65% year-on-year (YoY) rise in its net income, reaching $31.9 billion in the July to September quarter, significantly up from $19.31 billion in the same period a year prior. The company's data center division emerged as the largest contributor to overall revenues, generating $51.2 billion during the third quarter of 2025. Additionally, GPU sales contributed $4.3 billion in the same period.

Looking ahead, Nvidia's CFO Colette Kress, during the company's earnings call, projected an ambitious revenue target. Kress stated that the AI chipmaker anticipates generating half a trillion dollars ($500 billion) in revenue from its semiconductor business by the end of calendar year 2026. This projection specifically includes revenue from its Blackwell and Rubin product lines. Following the announcement of these strong Q3 results and the optimistic revenue outlook on Thursday, Nvidia's shares reacted positively, jumping 5.5% during the pre-market trading session on the US stock market. The momentum continued into Friday's trading day, with Nvidia shares climbing more than 5% on the US markets, fueled by the $500 billion revenue bet and the better-than-expected net income figures for the third quarter.