This is the Daily Tech News for Thursday, November 20th, 2025.

We're going to tell you what you need to know, give you some important context and help you understand a bunch of stuff today.

Lots of stuff.

Today, did Nvidia earnings actually mean that we avoided the AI bubble bursting?

We'll talk about that. Also,

I got a first look at the nanobanana pro. And so I'm going to peel it back for you.

Yeah, this show is crazy. It's 5150, which is actually an episode number. I'm Tom Merritt.

I'm Jason Howell. Let's start with what you need to know with the big story.

Is there an AI bubble?

No one knows.

Everyone wonders the entire tech industry held its breath Wednesday to find out.

As NVIDIA's earnings were expected to point to the answer.

Now, spoiler, they don't point to an answer any more than any one company's earnings reports can, at least in my opinion.

But the good news is, NVIDIA's earnings were good.

So the market didn't panic and the boom did not go bust for now.

First, let's talk about the NVIDIA details themselves.

The company beat expectations for sales and earnings. And I think more importantly for people who are bubble watching, promised better than expected projections for the next quarter. Net income rose 65% compared to last year. Nvidia doing fine continues to be the most valuable publicly traded company.

For bubble watchers, though, the important numbers were for data center sales. If somehow Nvidia had a great quarter, but it was all made up of selling GPUs to gamers, then the

bubble talk would have got more serious. That was not the case. Invita's data center sales

rose 66% on the year. Most of the sales were for

its GPUs. About 20% was networking products, you know, the things you put the GPUs in and

connect to the GPUs. That is a growing part of Nvidia's data center sales. The company's best-selling

...