"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 $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 reported a record $51.2 billion from that data center business, a 66 percent increase over last year."
"A lot of eyes are on Nvidia's data center revenue right now as a bellwether for the "AI bubble" as a whole. Nvidia doesn't seem to expect its data center growth to slow down despite fears of that bubble popping - its Q4 outlook is a whopping $65 billion, which would require it to grow quarterly revenue by another $8 billion in just three more months."
"Nvidia CEO Jensen Huang says the company's selling every AI server chip it can make: "Blackwell sales are off the charts, and cloud GPUs are sold out." Nvidia adds that its Blackwell Ultra chip is driving the bulk of that: "Blackwell Ultra is now our leading architecture across all customer categories while our prior Blackwell architecture saw continued strong demand.""
Nvidia reported record Q3 2026 results with $57 billion in revenue and roughly $4,000 of pure profit per second. The data center business grew by $10 billion in the quarter to $51.2 billion, a 66 percent year-over-year increase. The company set a Q4 outlook of $65 billion, implying an additional $8 billion in quarterly revenue. Nvidia stated that Blackwell sales and cloud GPUs are sold out, and that Blackwell Ultra is now the leading architecture across customer categories. Gaming revenue increased 30 percent year-over-year.
Read at The Verge
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