That sound you hear isn't the pop of the AI bubble — it's every company that relies on the AI economy breathing a huge sigh of relief.

NVIDIA, the king of fancy GPU chips that power most AI models, just beat market expectations again. During the third quarter of 2025, the company made $57 billion in revenue; this was $2 billion more than most Wall Street analysts expected.

Even better for NVIDIA, and for the whole AI economy, almost all that extra revenue came from the company's data center business — which is where the rubber of AI models meets the road of the internet.

The one NVIDIA division that came in lower than estimates was its gaming chip business — which AI world need not care about.

"Sales are off the charts," NVIDIA CEO Jensen Huang said of the company's Blackwell chips, it

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