Nvidia(US:NVDA) The Motley Foolยท2025-11-15 12:10Core Viewpoint - Nvidia's upcoming third-quarter earnings report is highly anticipated due to growing concerns about a potential AI bubble and the company's pivotal role in the AI chip market [1][2]. Group 1: Demand and Innovation - Nvidia's CEO Jensen Huang indicated strong demand for the company's latest AI chip architecture, Blackwell, with cumulative shipments projected to reach approximately $500 billion over 2025 and 2026 [2][3]. - The company has maintained a gross margin above 70%, reflecting high profitability on sales, which is crucial for its ongoing success [5]. Group 2: Competitive Landscape - Rival Advanced Micro Devices has reported record quarterly revenue and introduced a strategy to lead the next generation of AI computing, highlighting the competitive environment Nvidia faces [3]. Group 3: Market Opportunities - Nvidia has been excluded from the Chinese market due to U.S. export restrictions, but Huang sees potential for Nvidia in China, estimating the market opportunity could be worth "a couple of 100 billion dollars by the end of the decade" [7][8].