What’s News in Earnings: How AI Agents Are Boosting Nvidia–and Opening the Door to Challengers

WSJ What’s News

The Wall Street Journal

News, Daily News

4.1 • 4.2K Ratings

🗓️ 22 May 2026

⏱️ 7 minutes

🔗️ Recording | iTunes | RSS

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Summary

Bonus Episode for May 22. Financial results from Nvidia give investors a look into the “parabolic” demand for AI hardware. Wall Street Journal Reporter Robbie Whelan discusses how the rise of AI agents is shifting the company’s business, and how Nvidia could benefit from blockbuster IPOs from SpaceX and OpenAI–even with rising competition in the chip industry. Heard on the Street columnist Dan Gallagher hosts this special bonus episode of What's News in Earnings, where we dig into companies’ earnings reports and analyst calls to find out what’s going on under the hood of the American economy. Sign up for the WSJ's free Markets A.M. newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:28.2	July 24 to June 2025.
0:33.5	Hey listeners, it's Friday, May 22nd.
0:35.9	I'm Dan Gallagher for the Wall Street Journal, and this is What's News and earnings?
0:39.7	A look at some of the biggest themes standing out in this earnings season.
0:43.5	Chip companies make up about a fifth of the market cap of the S&P 500, and the industry's dominance is only growing.
0:50.1	Horizon what's known as artificial intelligence agents is fueling even more demand for those chips.
0:55.0	Invidia is the largest player in AI chips by far.
0:58.0	And its latest quarter showed blistering growth in sales and profits, and those results beat Wall Street's expectations.
1:04.0	But other companies are now coming for a piece of Nvidia's business.
1:07.0	That includes the newly public Cerebris, whose hot IPOs set the stage for other AI debuts expected later this year.
1:13.6	And it includes tech giants like Google and Amazon, who are now making their own AI chips and starting to consider how to sell those two other companies.
1:33.3	Joining me to break down a video's results in what they mean for the AI industry is tech reporter Robbie Whalen. So Robbie, and Vida's numbers were predictably huge.
1:36.3	CEO Jensen Wong said on the company's earnings call, the demand has gone, quote, parabolic.
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