Nvidia CEO Jensen Huang told employees this week that the company has been pushed into a no-win situation by mounting fears of an AI bubble, even as it continues to post blockbuster results, according to audio of an internal all-hands meeting reviewed by Business Insider.

The numbers couldn’t have come at a better time for Nvidia’s new infrastructure partners Brookfield and the Kuwait Investment Authority, which this week unveiled plans to amass a $100 billion portfolio of physical assets that underpin the delivery of AI, including AI factories, power stations and data centers.

Nvidia reported more eye-catching numbers for its fiscal third quarter Wednesday, with net income jumping 65% and revenue increasing 62% from a year earlier.

Record sales, a strong financial forecast, and CEO Jensen Huang’s impassioned arguments on his company’s earnings call weren’t enough to push Nvidia shares back to their October high.

Wall Street forecasts another booming quarter of growth for Nvidia’s AI chip business. Here are the crucial numbers to watch when the tech giant releases results after the market close on Wednesday: Revenue: Expected to rise 56% from a year earlier to $54.

Nvidia investors are bracing for a roughly $300bn swing in market value following quarterly results on Wednesday, amid rising unease over Silicon Valley’s vast spending on artificial intelligence.