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In light of all the AI bubble talk that we have been seeing everywhere, Nvidia just came out with their quarterly earnings and it shocked a lot of people. They set a record and a lot of people are saying that this is quieting the AI bubble talk. So is it true? How much were they able to generate? And is the AI bubble officially canceled? I wouldn't be so sure of that conclusion, but I do think this is has some really shocking pieces of information. And Nvidia continues to just shock people and keeps the market rally rally going forever. Partly because they keep giving money to AI companies who turn around and give it back to them. Every single AI company, major AI company I feel like I see these days has raised around Nvidia has invested into them. So the gravy train does keep rolling. Anyways, we're going to get into all of that on the podcast today. But before we do, make sure to go check out AIBox AI if you want to try any of the top AI models I talk about on the show for $20 a month. I've heard a lot of people complain that I talk about too many AI companies. So if you want to try all of them and it's, you know, expensive, sign up for subscriptions on all of them. If you want to try them all for $20 a month, go check out my own startup, which is AI Box AI. There's a link in the description. All of the top AI text models, image models, audio models, 11 labs for audio, Google, Nvidia, Gemini, Claude, anthropic, OpenAI like everything's on there. All right, let's get into what's happening with Nvidia. So the founder and CEO Jensen Wang, he seems very bullish. People are, people are talking in these, you know, like, oh my gosh, the AI bubble is about to pop and the stock market is going to cr. Jensen Huang does not feel like it's about to crash. And maybe he's talking his own book, but he does have some numbers to back it up. Nvidia reported $57 billion in third quarter revenue. That's 60% higher compared to the same quarter last year, 62% higher compared to last year when everyone said it was a bubble that was about to pop and, you know, it's getting out of control. The company's net income on a GAAP basis was $32 billion. And again, that is 65% higher year over year. Both the revenue and their profits beat results, you know, and Wall Street's expectations, basically. And I think this really shows a company that is growing at an insane rate. I think a big part of this is because of its data center business. Revenue generated by Nvidia's data center business was a record $51 billion. That's up 25% from the previous quarter and also up 66% from a year ago. So $51 billion is from their data center business. $5.8 billion came from Nvidia's gaming business. And then $4.2 billion was followed by sales in professional visualization and automotive. So they have a, you know, a handful of different places where they're getting money from, but like professional visualization, automotive, those kind of, you know, sales in those areas, that's only $4 billion, only like 5 billion in the, in the gaming and 51 billion from the data center business. Nvidia's CFO is Colette Kress, and she put out a statement to shareholders saying that its data center business had been fueled by, number one, an acceleration of computing, number two, all of the new powerful AI models and number three, agentic applications which are coming on. So I mean, essentially it's the entire industry and the tailwind of the entire industry pushing Nvidia forward. During their Q3 call, Kress also said that in the last quarter, quarter, the company had announced an AI factory and a bunch of infrastructure projects which amounted to like total, if you bring them all together, 5 million GPUs. She said, quote, this demand spans every market, CSP sovereigns, modern builders, enterprises and super computing centers and includes multiple landmark buildouts. So then we get to Blackwell Ultra, which is a GPU that they, they kind of unveiled this whole thing back in March. And it is available in a bunch of different, you can configure it a couple different ways essentially. And it has been really, really popular. It's now the leader within the company. I think it's one of their, like, most popular products. Previous versions of the Blackwell Arch architecture were also very popular back then, but they're also very, they have strong demand today, according to Nvidia. So it doesn't seem like even some of their older chips are slowing down. And maybe this has to do with the fact that it's almost impossible to get as Many Blackwell Ultra GPUs as you want and so people will just buy the older 1. The CEO Jensen said that the sales of Blackwell GPU chips are, quote, off the charts. So obviously they're making a lot of money. He said Blackwell sales are off the charts and cloud GPUs are sold out. Compute demand keeps accelerating and compounding across training and inference, each growing exponentially. We've entered the virtuous cycle of AI and AI ecosystem is scaling fast with more new foundational model makers, more AI startups across more industries and in more countries. AI is going everywhere, doing everything at once. Okay, so that was a quote from Jensen Huang. Obviously he's very excited about everything going on in AI because it's driven his company to be one of the most, if not, I mean, it kind of depends on the day, but it, it is the most valuable company in the world, privately held company, unless their stock dips a little bit. So it does bounce around. And not privately held company, sorry, publicly traded company. So Nvidia is obviously doing incredible numbers. Jensen Huang incredibly bullish on it. And I mean, for all the people that want to call a bubble, they just keep making more money in revenue every single quarter. Kress, who is their cfo, did put out a bit of a damper on everything, which a lot of people expected, but that is on the performance of their H20. Essentially. They created kind of this data center GPU and it was designed for AI, but also high performance computing. It was designed to, you know, hit all of America's regulatory export controls. Donald Trump, I believe, had to come in and, you know, authorize the sale of this thing to China.