Nvidia and the AI Bubble? What bubble!
The Times Tech Podcast
Will Morley
4.8 • 676 Ratings
🗓️ 21 November 2025
⏱️ 42 minutes
🧾️ Download transcript
Summary
Nvidia says AI demand is “off the charts”, and Jeff Bezos has launched a new $6.2 billion AI start-up, but Google’s Sundar Pichai is warning that no company will be safe if the bubble bursts. So what’s really going on? Bubble or no bubble? Danny and Katie dig into the numbers and speak to venture capitalist Suranga Chandratillake from Balderton Capital about how to spot the real bets from the hype and where the next frontier lies.
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Transcript
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| 0:00.0 | Hello and welcome to the Times Tech podcast where every week we unpack how technology is reshaping business culture and everyday life. |
| 0:11.9 | I am Danny Fordson, aka Danny in the Valley. |
| 0:15.8 | And I'm Katie Prescott here in the city of London, aka if we're doing that, Katie in the city. And on both sides of |
| 0:23.8 | the Atlantic this week, people are asking the same question, the same question they have been |
| 0:28.4 | asking for a while. Are we in an AI bubble? I have one word for you, Danny, and that is |
| 0:36.4 | invidia, earnings week. But of course, but of course, but and that is Invidia, earnings week. |
| 0:38.3 | But of course, but of course, but of course. |
| 0:40.3 | Invitya just had their quarterly earnings on Wednesday. |
| 0:44.3 | And shock surprise, sales are off the charts. |
| 0:48.3 | Friend of the pod, Jensen Wang, CEO, said, quote, |
| 0:52.3 | there's been a lot of talk of AI bubbles or an AI bubble. |
| 0:55.7 | From our vantage point, we're seeing something very different. |
| 0:59.2 | That may be an understatement. |
| 1:00.4 | He said, because Nvidia's revenue for the three months to October jumped 62% to 57 billion |
| 1:08.9 | driven by demand for its chip used in AI data centers sales from that |
| 1:14.6 | division rose 66% to 51 billion all sending its shares up about 4% in after hours trading so the question |
| 1:23.0 | is is he right which we'll get to and there's lots of other AI wheeling and dealing, |
| 1:30.1 | but that is without a doubt the story of the week. |
| 1:33.7 | But also this week, we're going to cover briefly, Jeff Bezos. |
| 1:35.0 | You remember him? |
| 1:35.6 | Yeah. It's a throwback. |
| 1:37.6 | Yes, indeed. |
... |
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