Nvidia’s Meteoric Rise: Unprecedented Demand Meets Mounting Caution

The latest financial results from Nvidia have surpassed even the most optimistic projections, creating both astonishment among market observers and growing concerns about potential overheating. While the chip manufacturer reported staggering third-quarter revenue of $57 billion and revealed a half-trillion-dollar order backlog, prominent voices across the technology sector are warning of what they term “irrational excess” within the artificial intelligence market. This divergence of opinion raises a crucial question: is the company approaching its greatest triumph or facing a significant correction?

Nvidia’s data center division emerged as the standout performer during the third quarter of fiscal year 2026, generating remarkable revenue of $51.2 billion. This figure represents a substantial 66 percent year-over-year increase. The company’s Read more...