On Wednesday, NVIDIA unveiled its revenue forecast for the fourth quarter, which far surpassed the projections set by Wall Street analysts. CEO Jensen Huang highlighted the robust demand for artificial intelligence chips from major cloud service providers. In the wake of this announcement, NVIDIA's stock price soared by 5% in post-market trading, boosting its market capitalization by roughly $220 billion. This development at least temporarily eased investor anxieties regarding the AI craze being disconnected from underlying fundamentals. Prior to this, market skepticism had led to a nearly 8% decline in NVIDIA's stock price in November. Huang disclosed that sales of the 'Blackwell series' have been booming, with cloud GPUs experiencing a sell-out, and the AI ecosystem is expanding at a rapid pace. Nevertheless, certain analysts contend that this earnings report may not be enough to completely alleviate worries about an AI bubble. Ruben Roy, an analyst at Stifel, emphasized that concerns persist over the unsustainable growth in AI infrastructure investments, making them hard to shake off.