Nvidia's $65 Billion Forecast Sends a Clear Message About the AI Boom

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billion.According to Nvidia's CEO, major platform shifts in technology are driving the AI sector's growth.10 stocks we like better than Nvidia ›The artificial intelligence (AI) sector has expanded rapidly since ChatGPT creator OpenAI unleashed its AI chatbot near the end of 2022. But after several years of phenomenal growth, some onlookers have grown concerned that the entire AI sector, and the stocks of the businesses dependent on the tech, could be in a bubble.What might be in store for the AI industry in 2026? One way to gauge its outlook would be to examine semiconductor chip leader Nvidia (NASDAQ: NVDA).Image source: Nvidia.Nvidia is predicting that in its current quarter -- fiscal 2026 Q4 -- its revenue will hit $65 billion. But what are the implications of that forecast for the AI space more broadly?First, a bit of context. Nvidia demonstrated once again why it's a leader in the AI sector when it released its fiscal Q3 results. For the period, which ended Oct. 26, it booked record revenues of $57 billion, a 62% year-over-year increase.With that for context, its forecast for $65 billion in fiscal Q4 sales shows its revenue growth is accelerating: It's guiding for a massive 65% jump from the prior-year period's revenue of $39.3 billion, which was a record at the time.Nvidia's anticipated Q4 sales growth demonstrates that the stupendous demand for its data center solutions is not slowing down. "Demand for AI infrastructure continues to exceed our expectations," said CFO Colette Kress on the earnings call.In fact, Nvidia's AI chip platforms, Blackwell and its successor, Vera Rubin (which is set to launch in the second half of 2026), are experiencing strong customer orders."We currently have visibility to half a trillion dollars in Blackwell and Rubin revenue from the start of this year through the end of calendar year 2026," Kress also said on the call.Given Nvidia's outsized success, it's no wonder the company's stock rose by about 39% in 2025. But that kind of speedy share price growth has contributed to the concerns about the valuations in the AI market.CEO Jensen Huang directly addressed these concerns on the fiscal Q3 call, stating: "There's been a lot of talk about an AI bubble. 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