---
title: "Analyst: NVIDIA's frenzied expansion, but signals of overheating in venture capital may have already flashed"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/266642079.md"
description: "Analysts have stated that NVIDIA's third-quarter performance shows that its growth and profitability remain impressive, but it does not reveal how long this momentum can be sustained. According to the third-quarter report for fiscal year 2026, the company's revenue reached $57 billion, a year-on-year increase of 62%, with a gross margin of 74%. Meanwhile, the company is making significant investments in numerous small complementary businesses to capture a larger market share and maintain a continuous investment cycle. Overall, companies typically engage in venture capital when profits are rolling in, but caution is still necessary. Since AI is still in its nascent stage, its long-term demand is inherently difficult to predict. As evidenced by the internet and telecom bubbles, equipment vendors are not immune to making overly optimistic mistakes. While artificial intelligence may ultimately prove to be different from previous periods of frenzy, NVIDIA's recent surge in investment rhythm still brings familiar warnings"
datetime: "2025-11-20T00:54:29.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/266642079.md)
  - [en](https://longbridge.com/en/news/266642079.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/266642079.md)
---

> 支持的语言: [English](https://longbridge.com/en/news/266642079.md) | [繁體中文](https://longbridge.com/zh-HK/news/266642079.md)


# Analyst: NVIDIA's frenzied expansion, but signals of overheating in venture capital may have already flashed

On November 20th, Jin10 Data reported that analysts stated that NVIDIA's third-quarter performance shows its growth and profitability remain impressive, but it did not reveal how long this momentum can be sustained. According to the third-quarter report for fiscal year 2026, the company's revenue reached $57 billion, a year-on-year increase of 62%, with a gross margin of 74%. Meanwhile, the company is making significant investments in numerous small complementary businesses to capture a larger market share and maintain an ongoing investment cycle. Overall, companies typically engage in venture capital when profits are rolling in, but caution remains necessary. As AI is still in its nascent stage, its long-term demand is inherently difficult to predict. As demonstrated by the internet and telecommunications bubbles, equipment vendors are not immune to making overly optimistic mistakes. While artificial intelligence may ultimately prove to be different from previous periods of frenzy, NVIDIA's recent surge in investment activity still brings familiar warnings

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