Source: WeChat Official Account: Geek Park ID: GeekPark On November 20, 2025, NVIDIA announced its latest quarterly earnings report, with Q3 2025 revenue reaching $57.006 billion, a 62% increase from $35.082 billion in the same period last year; net profit was $31.910 billion, up 65% from $19.309 billion a year earlier. NVIDIA’s strong revenue generation … Read more
Remember to star the official account ⭐️ to receive timely updates without missing out. In the past two years, many have been pondering whether American chips can still be sold back to China, and the atmosphere has suddenly become tense yet relaxed. What does this mean? The latest rumor is that NVIDIA’s H200 chip may … Read more
Expansion of the Chip Alliance NVIDIA is building an unprecedented AI computing empire, and its approach is not entirely closed off. The latest major news is that Arm has announced its entry into the NVLink Fusion ecosystem. This is not just about adding a partner; it opens a direct gateway to NVIDIA’s GPU core for … Read more
Jensen Huang stated that NVIDIA’s Blackwell system sales have “far exceeded expectations,” but analysts believe that custom artificial intelligence chips (ASICs) will grow rapidly. These smaller, cheaper, and more focused AI chips are being developed in-house by companies such as Google, Amazon, Meta, Microsoft, and OpenAI. Google’s TPU is a leader in the field of … Read more
Significant Turn in the Chip Game! The U.S. ‘Allows’ NVIDIA H200, What Does It Mean? Recently, a piece of news has sparked widespread attention in the tech community: The U.S. Department of Commerce is considering allowing NVIDIA to export its latest AI chip, the H200, to China. This development stands in stark contrast to the … Read more
Introduction: On November 19, NVIDIA released an earnings report for the third quarter that exceeded expectations. However, amidst the enthusiastic optimism from various institutions, the stock price experienced an unprecedented “high dive” the next day, plummeting nearly 9% throughout the day! There was no negative news behind this; who is the calm and precise “behind-the-scenes … Read more
Recently, the debate over whether “AI is a bubble” has heated up again. On one side, stock prices are correcting and market sentiment is cooling, while on the other side, NVIDIA has just delivered an astonishing earnings report—revenue for the third quarter of fiscal year 2026 reached $57.01 billion, a year-on-year increase of 62%, with … Read more
1. Let’s start with a piece of news that was quite popular yesterday – NVIDIA’s financial fraud:A lengthy article on X (formerly Twitter) about an AI Ponzi scheme went viral, with a sensational tone and apocalyptic predictions, typical of the narrative surrounding the bursting of the AI bubble. This tweet quickly gained traction, currently receiving … Read more
A professional community focused on sharing financial information. If you like it, please click the business card below to follow. This weekend, I published an article titled “What Else is Worth Watching in AI Computing Power?” which startled HWJ. I can only say it was unintentional. At this moment, various small articles are flying around, … Read more
1. Jensen Huang’s “sorrow”: The dual pressure of export restrictions and market expectations On November 20, Jensen Huang, founder and CEO of NVIDIA, appeared on Fox Business Channel. Despite presenting impressive third-quarter financial results, he still wore a worried expression. During the program, Huang candidly stated that the export restrictions imposed by the U.S. have … Read more