As AI leader Nvidia posts record results, Warren Buffett’s made a surprise bet on Google

25 November 2025

The world’s most valuable publicly listed company, US microchip maker Nvidia, has reported record $US57 billion revenue in the third quarter of 025, beating Wall Street estimates. The chipmaker said revenue will rise again to $US65 billion in the last part of the year.

The better than expected results calmed global investors’ jitters following a tumultuous week for Nvidia and broader worries about the artificial intelligence (AI) bubble bursting.

Just weeks ago, Nvidia became the first company valued at more than $US5 trillion – surpassing others in the “magnificent seven” tech companies: Alphabet (owner of Google), Amazon, Apple, Tesla, Meta (owner of Facebook, Instagram and Whatsapp) and Microsoft.

Nvidia stocks were up more than 5% to $US196 in after-hours trading immediately following the results.

Over the past week, news broke that tech billionaire Peter Thiel’s hedge fund had sold its entire stake in Nvidia in the third quarter of 2025 – more than half a million shares, worth around $US100 million.

But in that same quarter, an even more famous billionaire’s firm made a surprise bet on Alphabet, signalling confidence in Google’s ability to profit from the AI era.

Continue reading at The Conversation

About the Author - Dr Cameron Shackell
 

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