Nvidia Reports Record $57B Revenue as CEO Dismisses AI Bubble Concerns
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[1]
Nvidia's record $57B revenue and upbeat forecast quiets AI bubble talk | TechCrunch
Nvidia founder and CEO Jensen Huang struck a bullish tone in the company's third-quarter earnings. And based on the company's results, there may be a reason to. Nvidia reported revenue of $57 billion during its fiscal third quarter, 62% higher compared to the same quarter last year. The company's
[2]
Nvidia CEO Dismisses Concerns of an AI Bubble. Investors Remain Skeptical
Nvidia CEO Jensen Huang didn't need any prompting on Wednesday to address the elephant in the room. "There's been a lot of talk about an AI bubble," he said on an earnings call before quickly getting to his main point: "From our vantage point, we see something very different." Huang went on to
[3]
Nvidia says its AI GPUs are sold out, grows data center business by $10B in a single quarter
Nvidia just sold more AI chips than it's ever sold before, blowing past its estimates in its Q3 2026 earnings. Not only did it pull in a record $57 billion in revenue -- and roughly $4,000 of pure profit per second -- it grew its data center business by $10 billion in a single quarter alone. It
[4]
Nvidia's revenue skyrockets to record $57 billion per quarter - all GPUs are sold out
Nvidia on Wednesday announced its financial results for the third quarter of its fiscal year 2025, once again beating its own sales records as all its data center GPUs were sold out during the quarter. The company's earnings totaled $57 billion as sales of all the company's products -- except
[5]
Nvidia Q3 earnings show it's good time to be AI arms dealer
Nvidia kicked the can labeled "AI bubble" down the road on Wednesday. "There's been a lot of talk about an AI bubble," said CEO Jensen Huang during the AI arms dealer's third-quarter earnings call. "From our vantage point, we see something very different." Huang marked the occasion by noting, in
[6]
Nvidia's AI supremacy is a weapon that cuts both ways
It's hard to overstate how unlikely it is that a business with almost $200bn of annual revenue would grow at a rate of over 60 per cent. Yet such are the fantastical finances of Nvidia. The chipmaker that dominates artificial intelligence continued to break all the rules that apply to large
[7]
Nvidia earnings takeaways: Bubble talk, 'half a trillion' forecast and China orders
Nvidia said it expects about $65 billion in sales in the current quarter, which ends in late January. That would be 65% growth on an annual basis. On Wednesday's earnings call with analysts, Huang began his comments by rejecting the premise of an "AI bubble" held by some investors who are
[8]
Nvidia's earnings attest to its leadership in the AI race. By the numbers
Nvidia reported more eye-catching numbers for its fiscal third quarter Wednesday, with net income jumping 65% and revenue increasing 62% from a year earlier. Last month, Nvidia became the first public company to reach a market capitalization of $5 trillion. The ravenous appetite for the Silicon
[9]
Nvidia's $57 billion quarter shows the AI boom isn't slowing down, for now
Serving tech enthusiasts for over 25 years. TechSpot means tech analysis and advice you can trust. TL;DR: Nvidia's third fiscal quarter, which ended on October 26, 2025, not only surpassed the company's previous sales records but further cemented its position at the center of the artificial
[10]
Nvidia's Profit Jumps 65% to $31.9 Billion. Is It Enough for Wall Street?
The company, which makes the computer chips essential to the artificial intelligence boom, also said revenue in its recent quarter rose to $57 billion. Just three weeks ago, Nvidia became the first publicly traded company to be worth more than $5 trillion thanks to the cutting edge computer chips
[11]
Does Jensen Huang See a Bubble? No. He Sees 'Something Very Different'
Investors losing sleep over Nvidia's earnings can resume breathing normally. All the news from CEO Jensen Huang was reassuring for stakeholders in the world's largest publicly traded company. "There's been a lot of talk about an AI bubble. From our vantage point, we see something very different,"
[12]
Nvidia reports strong growth from bumper AI chip sales
Nvidia grew sales of the chips at the heart of the artificial intelligence boom even faster than Wall Street anticipated in its latest quarter, reassuring investors that Big Tech's AI spending spree is set to continue. Revenue was $57bn in the three months to the end of October, up 62 per cent
[13]
Nvidia CEO Jensen Huang rejects talk of AI bubble: 'We see something very different'
Jensen Huang, chief executive officer of Nvidia Corp., during the US-Saudi Investment Forum at the Kennedy Center in Washington, DC, US, on Wednesday, Nov. 19, 2025. In the weeks leading up to Nvidia's third-quarter earnings report, investors debated whether the markets were in an AI bubble,
[14]
Nvidia earnings will shed a light on whether Big Tech is fueling an AI boom or bubble
SAN FRANCISCO (AP) -- Computer chipmaker Nvidia is poised to release a quarterly earnings report Wednesday that is expected to either deepen a recent downturn in the stock market or prompt an sigh of relief among investors increasingly worried that the world's most valuable company is perched atop
[15]
Nvidia earnings top expectations with "off the charts" chip demand
Why it matters: Nvidia is positioned in the center of the tech universe -- and its earnings are closely watched as an indicator of health of the booming AI economy. Driving the news: The company posted third-quarter revenue of $57 billion, up 62% compared with a year earlier, while net income
[16]
NVIDIA earnings report: What it means for AI in 2026
Jensen Huang has a few billion more reasons to be happy. Credit: Woohae Cho/Getty Images That sound you hear isn't the pop of the AI bubble -- it's every company that relies on the AI economy breathing a huge sigh of relief. NVIDIA, the king of fancy GPU chips that power most AI models, just beat
[17]
Nvidia to report earnings amid market selloff and rising fears of AI crash
Company set to beat Wall Street expectations but analysts await projections for future demand for firm's AI chips All eyes are on Nvidia, the bellwether for the AI industry, as analysts and investors hope the chipmaker's third-quarter earnings assuage concerns about whether the high-flying
[18]
Nvidia Gloats as It Defies AI Bubble With Massive Revenue
AI chipmaker Nvidia reported a massive $57 billion in quarterly revenue on Wednesday, a whopping increase of 62 percent compared to the same period last year, exceeding Wall Street's wildest expectations. The numbers appear to have calmed nervous investors, who had been palpably nervous about a
[19]
Jensen Huang pours cold water on an AI bubble. 'Nvidia is unlike any other accelerator' | Fortune
Jensen Huang, CEO of Nvidia, during the US-Saudi Investment Forum at the Kennedy Center in Washington, D.C. on Nov. 19, 2025. Stefani Reynolds/Bloomberg -- Getty Images The Nvidia CEO said on Wednesday that the chipmaker he co-founded excels at every phase of AI, and that the world is currently at
[20]
Nvidia reports third-quarter earnings after the bell
Artificial intelligence chipmaker Nvidia is scheduled to report fiscal third-quarter earnings on Wednesday after the market closes. Here's what Wall Street is expecting, per LSEG consensus estimates: * EPS: $1.25 * Revenue: $54.92 billion Wall Street is expecting the chipmaker to guide in the
[21]
Nvidia beats AI bubble fears with record revenues of $57 billion and 'off the charts' AI GPU sales
Nvidia has just announced its latest financial results and, who'd a thunk it, the company has beaten expectations -- and fears of an AI bubble burst -- with record revenues. Overall, Nvidia raked in $57 billion in the third quarter of 2025. That's 62% up on the same quarter in 2024 and 22% up on
[22]
Nvidia reports 'off the charts' demand for AI chips
San Francisco (United States) (AFP) - Nvidia shares climbed Wednesday after it beat quarterly earnings expectations on fierce demand for its sophisticated chips that power artificial intelligence. The solid results come amid increasing talk among Wall Street analysts of an AI bubble, with all eyes
[23]
Nvidia reports strong quarterly earnings, topping analyst expectations
Megan Cerullo is a New York-based reporter for CBS MoneyWatch covering small business, workplace, health care, consumer spending and personal finance topics. She regularly appears on CBS News 24/7 to discuss her reporting. Nvidia's third-quarter financial results on Wednesday topped analyst
[24]
NVIDIA Defies AI Bubble Fears as Revenue Jumps to $57 Billion | AIM
NVIDIA on November 19 posted record third-quarter fiscal 2026 revenue of $57 billion, up 22% sequentially and 62% year over year, driven by continued demand for accelerated computing and AI infrastructure. Data centre revenue rose to $51.2 billion, up 66% year over year. CEO Jensen Huang said
[25]
What AI bubble? Nvidia crushes expectations again, as revenue jumps 62% - SiliconANGLE
What AI bubble? Nvidia crushes expectations again, as revenue jumps 62% Nvidia Corp. reported sales that surpassed the lofty bar set by analysts in its latest financial results, easing some of the growing fears that the artificial intelligence boom may transform into a bust that cripples the
[26]
Nvidia's Jensen Huang isn't feeling the "AI bubble
On the call, Nvidia reported better-than-expected revenues of $57 billion for its October-ending quarter, a 62% increase over the same quarter last year. Revenues rose by $10 billion, or 22%, from the prior quarter. Perhaps most importantly, the company projected revenues of $65 billion in the
[27]
The Whole Financial World Is Terrified of Nvidia's Earnings Call
The stock market has taken another beating this week, continuing a weeks-long tech selloff that ignited over fears of a growing AI bubble. The S&P 500 is down almost 3.5 percent over the last five days alone. The Dow Jones Industrial Average has slid more than a full percent on Tuesday
[28]
Nvidia beats expectations again in defiance of AI bubble fears
The world's most valuable company has reported another series of expectation-beating results, heading off fears of an end to the AI bubble, for now. Nvidia had revenue of $57bn in the three months to October, higher than Wall Street estimates and the company's own guidance. A profit measure
[29]
Nvidia CEO Jensen Huang surprised investors with a 'half a trillion' forecast. It'll come up at earnings
Jensen Huang attends a reception for the 2025 Queen Elizabeth Prize for Engineering, at St James' Palace in London, Brirain, Nov. 5, 2025. Nvidia CEO Jensen Huang revealed in October that his company has $500 billion in orders, in 2025 and 2026 combined, for its chips that are at the heart of the
[30]
NVIDIA's GeForce RTX and RTX AI PC revenue hits $4.3 billion in Q3, up 30% from a year ago
TL;DR: NVIDIA reported a record $57 billion revenue in Q3 fiscal 2026, driven by a 66% year-over-year surge in Data Center sales to $51.2 billion. Strong demand for AI cloud GPUs and GeForce RTX gaming products fueled growth, highlighting NVIDIA's leadership in AI computing and advanced graphics
[31]
Nvidia shrugs off AI bubble fears with bumper chip demand
San Francisco | Nvidia's sales of the computing chips powering the AI craze surged beyond the lofty bar set by stock market analysts in a performance that may ease recent jitters about a big tech boom turning into a bust that topples the world's most valuable company. The results announced late on
[32]
Nvidia's earnings attest to its leadership in the AI race. By the numbers
Nvidia reported more eye-catching numbers for its fiscal third quarter Wednesday, with net income jumping 65% and revenue increasing 62% from a year earlier. Last month, Nvidia became the first public company to reach a market capitalization of $5 trillion. The ravenous appetite for the Silicon
[33]
Nvidia's Earnings Attest to Its Leadership in the AI Race. by the Numbers
Nvidia reported more eye-catching numbers for its fiscal third quarter Wednesday, with net income jumping 65% and revenue increasing 62% from a year earlier. Last month, Nvidia became the first public company to reach a market capitalization of $5 trillion. The ravenous appetite for the Silicon
[34]
Nvidia beats expectations with strong third quarter earnings
Nvidia reported strong third-quarter earnings Wednesday, easily surpassing Wall Street's expectations for the chipmaker at the center of the AI race. The company posted $57 billion in revenue in the three-month period from July to September, up 62 percent from the same time last year. Analysts
[35]
Nvidia forecasts stronger-than-expected fourth-quarter revenue
The results from the AI chip leader mark a defining moment for Wall Street, as global markets looked to the chip designer to determine if investing billions of dollars in AI infrastructure expansion had resulted in towering valuations that potentially outpaced fundamentals. The world's most
[36]
Why These Wall Street Experts Expect Big Things From Nvidia's Earnings Report Next Week
The results come as markets stumbled this week amid growing concern about how long AI spending will continue to grow. Nvidia (NVDA) is set to report its latest earnings after the market closes next Wednesday, and analysts are expecting big things. Analysts from Jefferies and Wedbush have each
[37]
Nvidia reports strong growth from bumper AI chip sales
San Francisco | Nvidia's sales of the computing chips powering the artificial intelligence craze surged beyond the lofty bar set by stock market analysts in a performance that may ease recent jitters about a big tech boom turning into a bust that topples the world's most valuable company. The
[38]
Nvidia earnings will shed a light on whether Big Tech is fueling an AI boom or bubble
SAN FRANCISCO (AP) -- Computer chipmaker Nvidia is poised to release a quarterly earnings report Wednesday that is expected to either deepen a recent downturn in the stock market or prompt an sigh of relief among investors increasingly worried that the world's most valuable company is perched atop
[39]
Nvidia stock price today: Nvidia expected more, Nvidia delivered even more -- Is AI bubble narrative fading?
Nvidia stock price today: Nvidia stock rose after the company delivered another huge earnings beat, with Q3 revenue topping $57 billion against expectations of about $55 billion. Data-center sales hit $51 billion, showing demand for AI chips is still accelerating. Adjusted earnings came in at $1.30
[40]
Nvidia Earnings Will Shed a Light on Whether Big Tech Is Fueling an AI Boom or Bubble
SAN FRANCISCO (AP) -- Computer chipmaker Nvidia is poised to release a quarterly earnings report Wednesday that is expected to either deepen a recent downturn in the stock market or prompt an sigh of relief among investors increasingly worried that the world's most valuable company is perched atop
[41]
Nvidia Is Becoming The Operating System Of AI: 'We Run Everything,' Jensen Says - NVIDIA (NASDAQ:NVDA)
Nvidia Corp (NASDAQ:NVDA) didn't just clear another quarter -- it quietly staked out a claim far bigger than GPUs or guidance. CEO Jensen Huang spent the third-quarter earnings call describing a platform that now underpins every major AI model. And he didn't need superlatives to make the point. He
[42]
Nvidia CEO Explains Why He Sees 'Something Very Different' From An AI Bubble
In arguing against comparisons to the dot-com bubble that led to the stock market crash in 2000, Jensen Huang says on Nvidia's earnings call that the AI infrastructure giant is benefiting from 'three massive platform shifts' happening at once. Nvidia CEO Jensen Huang took on the popular question
[43]
NVIDIA Has Entered a "Virtuous Cycle of AI" as the Firm Sees Record Blackwell GPU Demand in Its Q3 Earnings; $500 Billion End-2026 Forecast Remains on Track
NVIDIA has reported its Q3 earnings, and it won't be wrong to say that the firm has 'validated' that the AI bandwagon is still up and running, credited to Blackwell and Rubin systems. While the world discusses the 'AI bubble' popping, it appears that Jensen & Co. has other plans for the future of
[44]
Nvidia's upbeat forecast soothes fears of AI spending bubble
Nvidia delivered a surprisingly strong revenue forecast and pushed back on the idea that the artificial intelligence industry is in a bubble, easing concerns that had spread across the tech sector. Sales will be about $65 billion in the January quarter, the chipmaker said in a statement on
[45]
Here's 1 Number From Nvidia That You Shouldn't Ignore. It Says Something Momentous About the AI Giant's Growth. | The Motley Fool
Investors have wondered how long Nvidia's momentum will last. One of the most eagerly anticipated events of the past few weeks just unfolded. Nvidia (NVDA 3.15%) offered investors a glimpse into how it's faring in the artificial intelligence (AI) market and what might lie ahead. The top AI chip
[46]
Nvidia reports 'off the charts' demand for AI chips
Nvidia's shares surged after exceeding earnings expectations, driven by robust demand for its AI-powered chips. CEO Jensen Huang dismissed AI bubble concerns, highlighting a global shift to AI-infused systems and Nvidia's architectural advantage. Despite geopolitical headwinds impacting China
[47]
Nvidia CEO Jensen Huang Rejects 'AI Bubble' After Record Q3 Results | PYMNTS.com
By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions. "There's been a lot of talk about an AI bubble. From our vantage point, we see
[48]
Nvidia At $20 Trillion Isn't Crazy, Says Kindig -- It's A Logical Outcome Of AI Spend - NVIDIA (NASDAQ:NVDA)
I/O Fund's CEO Beth Kindig has issued what may be the boldest valuation call of the AI era: Nvidia Corp (NASDAQ:NVDA) at $20 trillion by 2030. Track NVDA stock here. It sounds like a headline built to shock, but Kindig insists it's the opposite -- not hype, not hyperbole, but a "data-driven,
[49]
Nvidia: Blackwell Ultra Takes Lead In Driving 62 Percent Growth To Record Revenue
Nvidia's record data center revenue was mostly driven by the company's Blackwell Ultra GPU platform, which its CFO, Colette Kress, says is 'now our leading architecture across all customer categories' after launching earlier this year. Nvidia said Wednesday that third-quarter revenue grew to a
[50]
AI Bubble Worries Are Rising. Nvidia's $31.9 Billion Profit Says Otherwise. | The Motley Fool
While the stock market has been fretting in recent weeks about the idea of an artificial intelligence (AI) bubble, Nvidia (NVDA +2.92%) may have just let the air out of those fears. The company's earnings report for its fiscal third quarter of 2026 shows that the appetite for AI stocks -- and
[51]
Nvidia earnings clear lofty hurdle set by analysts amid fears about AI bubble - The Korea Times
SAN FRANCISCO -- Nvidia's sales of the computing chips powering the artificial intelligence craze surged beyond the lofty bar set by stock market analysts in a performance that may ease recent jitters about a Big Tech boom turning into a bust that topples the world's most valuable company. The
[52]
Nvidia's earnings attest to its leadership in the AI race. By the numbers
Nvidia reported a significant surge in its fiscal third quarter, with net income up 65% and revenue climbing 62% year-over-year. This performance propelled the company's market capitalization to over $5 trillion, driven by immense demand for its AI-focused GPUs. The company's stock has seen
[53]
Nvidia CEO Jensen Huang Slams Market's Lacklustre Reaction To Blowout Quarter As AI Jitters Hit Stock: Report - Meta Platforms (NASDAQ:META), Amazon.com (NASDAQ:AMZN)
In a recent company meeting on Thursday, Nvidia Corp (NASDAQ:NVDA) CEO Jensen Huang reportedly expressed his dissatisfaction with the market's response to the company's exceptional quarter. Nvidia's "No-Win" Moment in AI Boom The company's stock soared on Wednesday but declined on Thursday,
[54]
NVIDIA Q3 Earnings Climb as AI Chip Demand Surges
NVIDIA has posted stronger-than-expected Q3 earnings and revenue as demand for its AI platforms grew sharply. The company also projected an even stronger fourth quarter. These results strengthened wider market sentiment after a volatile session and pushed the stock higher. NVIDIA delivered $57.01
[55]
'Off the charts': World's largest company smashes expectations
The world's largest company has posted a stellar profit in the third quarter of the year, calming concerns about an AI bubble and boosting its share price. Chip-maker Nvidia has revealed a record revenue of USD$57 billion (AUD$88 billion) in the three months to October 26, a 62 per cent increase
[56]
Nvidia earnings clear lofty hurdle set by analysts amid fears about an AI bubble
Nvidia's sales of the computing chips powering the artificial intelligence craze surged beyond the lofty bar set by stock market analysts in a performance that may ease recent jitters about a Big Tech boom turning into a bust that topples the world's most valuable company. The results announced
[57]
Nvidia shares rise as booming demand for chips, bullish forecast calm...
Nvidia forecast fourth-quarter revenue above Wall Street estimates on Wednesday, betting on booming demand for its AI chips from cloud providers against the backdrop of widespread concerns of an artificial intelligence bubble. The results from the AI chip leader mark a defining moment for Wall
[58]
Nvidia's upcoming earnings to sway Korean chipmakers' strategy - The Korea Times
AI outlook to determine Samsung, SK hynix fab strategies amid global investment frenzy The global tech industry is paying keen attention to Nvidia's upcoming earnings report, as it is expected to be the bellwether for Samsung Electronics, SK hynix and other domestic semiconductor firms' strategies
[59]
Jensen Huang Just Delivered Incredible News for Nvidia Stock Investors
The chipmaker's sales aren't showing any signs of slowing down. Nvidia (NVDA +1.68%) recently held its GTC conference in Washington, D.C., and CEO Jensen Huang made several big announcements. The chipmaker is seeing significant demand for its most advanced graphics processing units (GPUs), and
[60]
Nvidia's Compute Power Surge Shows AI Demand Still in Early Innings | Investing.com UK
What do Nvidia (NASDAQ:NVDA) and the Fed have in common? They are both data-dependent. Nvidia's GPUs are the latest stage of the Digital Revolution, which started during the mid-1960s with IBM's mainframes. The Digital Revolution is all about processing ever more data, faster and faster, and at
[61]
Nvidia's strong forecast calms AI bubble jitters, for now
Shares of the AI market bellwether jumped 5% in extended trading, setting up the company to add $220 billion in market value. Ahead of the results, doubts had pushed Nvidia's shares down nearly 8% in November, after a surge of 1,200% in the past three years. Nvidia CEO Jensen Huang on Wednesday
[62]
Nvidia's Earnings Outlook Lifted by Expanding Global AI Infrastructure Spending
Strong AI Chip Demand Shapes Expectations Ahead of Nvidia's Nov. 19 Earnings Release Nvidia is set to release its fiscal third-quarter 2026 results on November 19. Nvidia management recently stated that it expects global data center capital expenditure to reach $3 trillion to $4 trillion by 2030,
[63]
Nvidia earnings will shed a light on whether Big Tech is fueling an AI boom or bubble
SAN FRANCISCO -- Computer chipmaker Nvidia is poised to release a quarterly earnings report Wednesday that is expected to either deepen a recent downturn in the stock market or prompt an sigh of relief among investors increasingly worried that the world's most valuable company is perched atop an
[64]
Nvidia Sends A $57 Billion Message: The AI Race Is Now A One-Horse Race - Microsoft (NASDAQ:MSFT), Meta Platforms (NASDAQ:META)
Nvidia Corp. (NASDAQ:NVDA) delivered a blowout third-quarter earnings report after the bell on Wednesday, sharply beating Wall Street expectations and issuing bullish guidance that reaffirmed its dominance in the AI hardware space. According to Benzinga Pro, the world's biggest company posted
[65]
Nvidia's results ease concerns over AI boom | BreakingNews
Nvidia's sales of the computing chips powering artificial intelligence have surged beyond the lofty bar set by stock market analysts. The performance may ease recent jitters about a Big Tech boom turning into a bust that topples the world's most valuable company. The results announced late on
[66]
Nvidia pushes back on AI bubble narrative as Blackwell drives Q3 beat By Investing.com
Investing.com -- Nvidia posted strong guidance for the current quarter following fiscal third-quarter results that topped Wall Street estimates on Wednesday as the AI arms race continued to drum up demand for its latest AI Blackwell chips. NVIDIA Corporation (NASDAQ:NVDA) stock was up more than 5%
[67]
16 Words From Amazon's Andy Jassy That Represent Spectacular News for Nvidia Investors Ahead of Nov. 19 | The Motley Fool
Nvidia's benefited greatly from the AI boom, thanks to the strength of its chips. Nvidia (NVDA +1.68%) has delivered fantastic news to investors quarter after quarter, and this is thanks to a wise move the company made more than a decade ago. The tech giant shifted its focus to the field of
[68]
Nvidia's profit jumps 65% to $31.9 billion. Is it enough for Wall Street?
On Wednesday, Nvidia provided a reminder of just how much the world craves those chips. The company said that in its most recent quarter, its profit was $31.9 billion, up 65% from a year ago and 245% from the year before that. Among the tech industry's giants, only Google's parent company,
[69]
AI chips propel Nvidia to record profit and revenue
* Nvidia beat analysts' forecasts for both profit and revenue in its third-quarter report. * Strong demand for AI chips drove significant growth in Nvidia's data center operations. * Nvidia expects revenues of $65 billion (approximately €56.4 billion) and continues to invest in robotics as a key
[70]
Dan Ives Says It Was The 'Most Bullish' Call, El Erian Calls Chipmaker's Earnings A 'Macro Event': Analysts Explode With Optimism On Nvidia - NVIDIA (NASDAQ:NVDA)
Leading analysts are beaming with optimism on NVIDIA Corp. (NASDAQ:NVDA) and the broader AI trade, following the company's strong third-quarter performance on Wednesday. Still 'Early Innings' For AI In a post on X, Wedbush Securities analyst Dan Ives described the quarter as a "Massive beat and
[71]
Nvidia earnings seen as AI validation moment, Wedbush's Ives says By Investing.com
Investing.com - In a highly anticipated report, NVIDIA (NASDAQ:NVDA) is set to post its quarterly earnings this Wednesday after market close. Wedbush tech analyst Dan Ives expects the chipmaker and CEO Jensen Huang, whom he calls the 'Godfather of AI,' to deliver amid ongoing AI demand. Ives
[72]
Nvidia beats expectations and raises guidance, powered by AI demand
On Wednesday Nvidia reported quarterly results that were well above expectations, supported by strong demand for its artificial intelligence chips. Q3 revenue totaled $57.01bn, vs. $54.92bn expected, while adjusted EPS came in at $1.30. Net income surged to $31.91bn, up significantly from the
[73]
Nvidia's strong forecast calms AI bubble jitters - for now
The results calmed - at least temporarily - investor nerves frayed over concerns that an AI boom has outrun fundamentals. Global markets have looked to the chip designer to determine whether investing billions of dollars in AI infrastructure expansion has resulted in an AI bubble. Nvidia forecast
[74]
Nvidia Says Surging AI Chip Demand Could Push Blackwell-Rubin Revenue Beyond $500 Billion Target As Stock Surges Over 5% After Hours - NVIDIA (NASDAQ:NVDA)
On Wednesday, Nvidia Corp. (NASDAQ:NVDA) said that demand for its newest AI chips continues to accelerate at a pace that may drive total revenue for its Blackwell and Rubin platforms past the previously announced $500 billion target through 2026. Nvidia Reaffirms Massive $500 Billion Roadmap With
[75]
Nvidia's earnings attest to its leadership in the AI race. By the numbers
reported more eye-catching numbers for its fiscal third quarter Wednesday, with net income jumping 65% and revenue increasing 62% from a year earlier. Last month, became the first public company to reach a market capitalization of . The ravenous appetite for the company's chips is the main reason
[76]
Nvidia stock surges amid Blackwell-driven AI boom and Q3 revenue hits $57 billion
Nvidia stock rose after strong Q3 2026 results, with revenue of $57 billion and a 22% quarterly jump. Growth came from data centers, gaming, and AI platforms powered by Blackwell architecture. Profits, cash flow, and shareholder returns were strong. Nvidia expanded globally, launched new AI
[77]
Nvidia Q3: Record Revenue As Blackwell Demand Surges -- Huang Says 'AI Is Going Everywhere' - NVIDIA (NASDAQ:NVDA)
NVIDIA Corporation (NASDAQ:NVDA) reported third-quarter financial results on Wednesday after market close. Here are the key highlights. Q3 Results: Nvidia reported third-quarter revenue of $57.0 billion, up 62% year-over-year. The revenue total beat a Street consensus estimate of $54.88 billion,
[78]
AI leader Nvidia forecasts fourth-quarter revenue above estimates
(Reuters) -Nvidia forecast fourth-quarter revenue above Wall Street estimates on Wednesday, betting on booming demand for its AI chips from cloud providers against the backdrop of widespread concerns of an artificial intelligence bubble. The results from the AI chip leader mark a defining moment
[79]
Nvidia releases its earnings report, tech giant's stock price jumps in extended trade as it breaches all estimates; check here
NVIDIA announced a record third-quarter revenue of $57.0 billion, a 62% increase year-over-year, driven by soaring demand for its Blackwell GPUs and cloud services. CEO Jensen Huang highlighted the accelerating compute demand and the expanding AI ecosystem, as the company's stock rose in extended
[80]
Bubble or breakout? Nvidia earnings put AI boom under the microscope
(Reuters) -The fate of Wall Street's staggering bets on artificial intelligence will rest squarely on Nvidia on Wednesday when the chipmaker reports results, with investors seeking signs that bubble worries are overblown. Three years after ChatGPT's debut, investors are increasingly uneasy that
[81]
Nvidia CEO Jensen Huang was asked if US is going to have an AI bubble - watch his 3-minute response
Nvidia CEO Jensen Huang talked about whether the US is heading into an AI bubble. He explained why AI demand is growing and why companies are moving from CPUs to GPUs. Huang said big changes in computing and new AI tools are driving huge interest. His comments show why many people believe AI growth
[82]
Nvidia's Jensen Huang needs investors to party like it's not 1999
Amid rising fears of an AI bubble, Nvidia's stock is under scrutiny, echoing the turbulent period of the dot-com crash that led to years of market stagnation. While Nvidia has impressive earnings projections, major hurdles remain, compounded by big investors selling off their stakes and the
[83]
Bubble or breakout? Nvidia earnings put AI boom under the microscope
China is another overhang. Nvidia cannot ship its most advanced chips there under U.S. export curbs and Huang has said there are "no active discussions" on selling Blackwell in the market despite speculation of a possible deal for a scaled-down version The fate of Wall Street's staggering bets on
[84]
Nvidia CEO drops half-trillion forecast -- Wall Street can't wait for earnings report
Nvidia is seeing huge demand for its AI chips, and investors are waiting for new earnings to understand the company's future growth. The CEO has shared big numbers that show strong interest in Nvidia's next-generation technology. Analysts expect more updates on sales, AI spending, and major
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Nvidia delivered record-breaking Q3 results with $57 billion in revenue, driven by unprecedented demand for AI chips. CEO Jensen Huang dismissed AI bubble concerns while the company projects continued growth with $65 billion forecasted for Q4.
Record-Breaking Financial Performance
Nvidia delivered unprecedented financial results for its third quarter of fiscal 2026, reporting revenue of $57 billion, representing a 62% increase compared to the same quarter last year and a 22% jump from the previous quarter
1
. The company's net income reached $32 billion on a GAAP basis, marking a 65% year-over-year increase and significantly beating Wall Street expectations4
.The chipmaker maintained an impressive gross margin of 73.4%, a level rarely seen outside of monopolistic businesses like Microsoft's Windows or Google's search operations
5
. This performance generated roughly $4,000 of pure profit per second during the quarter3
.
Source: ET
Data Center Business Drives Growth
The lion's share of Nvidia's success came from its data center division, which generated a record $51.2 billion in revenue, up 25% from the previous quarter and 66% from a year ago
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. This represents a remarkable $10 billion growth in data center business within a single quarter3
.CFO Colette Kress attributed this surge to "an acceleration of computing, powerful AI models, and agentic applications," noting that the company sold an aggregate of 5 million GPUs during the quarter
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. The demand spans across cloud service providers, sovereign AI projects, enterprises, and supercomputing centers, with multiple landmark buildouts underway.Blackwell Architecture Leads Market Dominance
Nvidia's latest Blackwell and Blackwell Ultra GPU architectures have become the primary drivers of growth, with CEO Jensen Huang declaring that "Blackwell sales are off the charts, and cloud GPUs are sold out"
4
. The Blackwell Ultra chip has emerged as the company's leading architecture across all customer categories, while previous Blackwell versions continue to see strong demand3
.The company's networking revenue also surged to $8.2 billion, representing an extraordinary 162% year-over-year increase as customers transitioned to rack-scale solutions from individual AI servers
4
. Nvidia executives revealed the company maintains approximately $500 billion in unfilled orders, highlighting the massive demand-supply imbalance2
.
Source: ET
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CEO Addresses AI Bubble Concerns
During the earnings call, Huang directly confronted growing speculation about an AI bubble, stating, "There's been a lot of talk about an AI bubble. From our vantage point, we see something very different"
2
. He spent approximately five minutes explaining how the company would sustain unprecedented customer demand, arguing that AI adoption is accelerating across all industries and computing needs5
.Huang emphasized that the company has "entered the virtuous cycle of AI," with the AI ecosystem scaling rapidly through more foundation model makers, AI startups across industries, and global expansion
4
. His message was clear: "AI is going everywhere, doing everything, all at once."
Source: ET
Market Response and Future Outlook
Despite the strong results, investor reaction remained mixed. Nvidia shares had fallen approximately 10% in recent weeks after hitting an all-time high in late October, though they gained about 5% in after-hours trading following the earnings announcement
2
. The increase was insufficient to fully offset the recent selloff, reflecting ongoing market skepticism about sustainability.Nvidia projects continued aggressive growth, forecasting $65 billion in revenue for the fourth quarter, which would require an additional $8 billion increase in just three months
3
. The company expects sales of its Blackwell and Rubin GPU platforms to reach $500 trillion by the end of calendar 20264
.References
Summarized by
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