Why all eyes are on Nvidia amid jittery stock market

NVIDIA reported a significant revenue surge in its Q3 2025 earnings call, leading to a rise in its stock price. The company attributed this growth to strong demand for its AI chips, particularly the Blackwell series. This positive performance comes amid broader market volatility, reflecting investor confidence in NVIDIA's position within the technology sector.

Stocks increased as equity-index futures suggested further gains following strong earnings from Nvidia Corp., which alleviated concerns about a potential bubble in the artificial intelligence sector. The positive forecast from Nvidia has contributed to a more optimistic market outlook.

Shares of companies in the artificial intelligence sector rose in after-hours trading following Nvidia Corp.'s positive sales forecast, which alleviated concerns regarding the sustainability of the AI boom. Nvidia's results indicated strong demand for its products, contributing to a more optimistic outlook for the market.

In a recent BBC interview, Google CEO Sundar Pichai described the current surge in artificial intelligence investment as an 'extraordinary moment' but cautioned that no company would be safe if the AI market bubble were to burst. He emphasized the potential risks associated with the rapid growth of AI technologies, suggesting that irrational exuberance could lead to significant financial repercussions.

Global supercomputing centers have begun adopting NVIDIA's NVQLink technology to enhance their quantum computing capabilities. This move signifies a significant step towards integrating advanced quantum technologies into existing supercomputing infrastructures. NVIDIA's NVQLink aims to facilitate better communication and data transfer between quantum processors and classical computing systems, potentially leading to breakthroughs in various fields such as artificial intelligence, materials science, and complex simulations.

RIKEN, a prominent research institute in Japan, has announced plans to deploy two supercomputers powered by NVIDIA technology for artificial intelligence research. This initiative aims to enhance computational capabilities and support advanced AI applications. The deployment is expected to significantly contribute to the field of AI, enabling researchers to tackle complex problems more efficiently. The collaboration between RIKEN and NVIDIA underscores the growing importance of high-performance computing in scientific research.