4.6 • 1.2K Ratings
🗓️ 29 August 2025
⏱️ 10 minutes
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Chipmaker NVIDIA reported quarterly earnings this week and they were strong - better than expected, even. NVIDIA's sales rose last quarter by over 50% though its data center business was a little softer than expected. So why did share prices fall? Plus, OpenAI says it's updating ChatGPT to better handle mental distress. And Spotify is sliding into our DMs. The music streamer has launched a messaging system on its platform. Marketplace’s Meghan McCarty Carino spoke with Jewel Burks Solomon, managing partner at Collab Capital, about all these headlines for this week’s Marketplace Tech Bytes: Week in Review.
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0:00.0 | It takes a lot of dollar signs to wow investors when your company is already worth $4 trillion, I guess. |
0:08.2 | From American Public Media, this is Marketplace Tech. I'm Megan McCarty Carrino. Chipmaker NVIDIA reported quarterly earnings this week, and they were strong, better than expected even. |
0:28.8 | So why did share prices fall? |
0:31.4 | We'll get into it on today's Marketplace Techbytes week in review. |
0:34.8 | Plus, OpenAI says it's updating chat GPT to better handle mental distress. |
0:42.0 | And Spotify is sliding into the DMs. The music streamer has launched a messaging system on its |
0:48.0 | platform. But first, back to the most valuable company in the world. InVIDIA's sales rose last quarter by 56%, |
0:56.6 | though its data center business was a little softer than expected. Here with more is Jewel Burke-Solomon, |
1:02.9 | managing partner at Collab Capital. They're still posting huge numbers and remarkable growth when you |
1:09.9 | think about how big those numbers are. And they |
1:13.5 | actually beat what they were expecting, but there was a slight miss on the data center revenue, |
1:20.1 | which was just a few hundred million off from where they thought it would be at 41.1 billion, |
1:26.8 | but again, this is still record numbers. |
1:30.1 | It still represents over 56% year-over-year growth. |
1:34.5 | So it's interesting that, you know, the street responded in the way that it did, |
1:39.5 | given that these are still kind of astronomical numbers. |
1:42.5 | I think, you know, a part of the context is that these earnings are coming at a moment |
1:47.2 | when we've been seeing just some slight touches of skittishness among investors. |
1:54.6 | You know, there was that MIT study that made the rounds last week showing 95% of corporate |
2:00.2 | AI investments aren't paying off. We heard from OpenAI |
2:04.9 | CEO Sam Altman recently. Essentially, you know, there could be some bubble dynamics at play in |
2:11.4 | the industry. It came after the new GPT-5 was released, kind of a tepid reception, maybe some worries that AI progress |
... |
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