---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000314271.md"
description: "What $NVIDIA(NVDA.US) earnings and guide tell us about the state of AI:➡️AI’s collective “brain” (GPUs in use) is going to be bigger than we thought three months ago.➡️The bigger the AI brain gets, the more use cases appear. ➡️The more use cases that appear, the stronger the AI investment cycle becomes. ➡️The stronger the investment cycle, the longer the AI trade marches on.Source: Gene Munster"
datetime: "2025-11-19T21:51:19.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000314271.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000314271.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000314271.md)
author: "[Gene Munster](https://longbridge.com/en/profiles/21804449.md)"
generator: "portal-rs"
---

# What $NVIDIA(NVDA.US) earnings and guide tell us a…


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**