Nvidia is the poster child of the stock market's AI-driven ascent to record highs, so all eyes were laser-focused on its latest earnings report. The AI King delivered the goods, besting Wall Street analysts' top and bottom-line estimates, and offering bullish guidance. Investors reacted kindly... at first.

Nvidia's China business faltered in the AI chipmaker’s third quarter as a trade war with the US rolled on. Nvidia recorded just $50 million in sales of its H20 chips — less po

"Amidst a wide range of growing AI concerns, NVDA answered the bell with GB300 shipments driving healthy upside to estimates," Jefferies analyst Blayne Curtis commented in a note. "These results and commentary should help steady the ship for the AI trade into the end of the year."

Dell first announced its AI strategy last year with Nvidia as a partner and now it is furthering the partnership with integration of Dell’s ObjectScale and PowerScale unstructured data storage devices with the Nvidia NIXL library.

Nvidia offered strong guidance for the current quarter following fiscal third-quarter results that topped Wall Street estimates on Wednesday as the AI arms race continued to drum up demand for its latest AI Blackwell chips.

Analysts say Nvidia's blockbuster earnings show the AI boom is still accelerating and that fears of an AI bubble are overstated.

Germany’s JUPITER Booster marks Nvidia’s first 1-exaflop system on the TOP500 List, earning the fourth spot.

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