Nvidia Corporation, founded in 1993, is a globally renowned technology company based in Santa Clara, California. Initially recognized for its groundbreaking graphics processing units (GPUs), Nvidia has expanded its innovation footprint into artificial intelligence (AI), data centers, automotive technology, and high-performance computing.
The company’s GPUs have become the gold standard in gaming, professional visualization, and AI training, powering everything from advanced gaming experiences to autonomous vehicles and cutting-edge research. With a commitment to pushing the boundaries of technology, Nvidia continues to lead the industry in developing solutions that address the world’s most complex challenges, solidifying its position as a pioneer in the tech landscape.
Nvidia Fiscal Q3 2026
Nvidia (NVDA) announced financial results for the third quarter of fiscal 2026, which ended October 26, 2025. The company reported record revenue of $57 billion, representing a 22% increase from the previous quarter and a 62% increase compared to the same period in the previous year.
Also, earnings per diluted share came in at $1.30 on both a GAAP and non-GAAP basis. Both revenue and earnings came above market expectations.
Data Center revenue reached a new high of $51.2 billion, up 25% from Q2 and 66% year-over-year, showing strong demand for NVIDIA’s computing products.
Moreover, gross margins for the quarter were 73.4% (GAAP) and 73.6% (non-GAAP).
In the first nine months of fiscal 2026, NVIDIA returned $37.0 billion to shareholders through share repurchases and dividends. By the end of Q3, the company still had $62.2 billion available under its repurchase program.
Meanwhile, NVIDIA will pay its next quarterly cash dividend of $0.01 per share on December 26, 2025, to shareholders of record as of December 4, 2025.
Highlights
- Data Center revenue hit a record $51.2 billion, up 25% from Q2 and 66% year-over-year
- NVIDIA Blackwell set new benchmark records, delivering 10x throughput per megawatt versus the prior generation
- Strategic partnerships announced with OpenAI, Google Cloud, Microsoft, Oracle, xAI, and Anthropic to scale global AI infrastructure
- Plans revealed for seven new supercomputers, including Solstice with 100,000 Blackwell GPUs for the U.S. Department of Energy
- Gaming revenue reached $4.3 billion, supported by launches of Borderlands 4, Battlefield 6, and ARC Raiders with DLSS 4
- Professional Visualization revenue rose to $760 million, with shipments of the compact NVIDIA DGX Spark AI supercomputer
- Automotive revenue grew to $592 million, with partnerships including Uber for a 100,000-vehicle level 4-ready mobility network
Outlook
NVIDIA expects fourth-quarter fiscal 2026 revenue to grow about 14% from Q3. However, operating expenses are forecast at $6.7 billion GAAP and $5.0 billion non-GAAP, while other income should contribute around $500 million, excluding equity-related gains or losses. The company also anticipates a tax rate of about 17%.
Board Statements
Jensen Huang, founder and CEO of NVIDIA, emphasized that Blackwell sales have skyrocketed, and cloud GPUs are completely sold out.
He noted that compute demand continues to accelerate and compound across both training and inference, each expanding exponentially. According to Huang, the industry has now entered a virtuous cycle of AI, with the ecosystem scaling rapidly.
He highlighted the surge of new foundation model developers, AI startups, and adoption across diverse industries and countries, concluding that AI is spreading everywhere, performing every task, all at once.
Impact on the Stock Market
NVIDIA’s earnings release had a clear impact on its stock performance. In after-hours trading, NVDA shares jumped 5% following the strong quarterly results. Investors had already been anticipating this momentum, as the stock had risen 3% in the prior trading session ahead of the announcement.
NVIDIA posted record revenue of $57 billion, a 62% annual increase. Data Center sales climbed 66% and earnings per share reached $1.30.
Looking ahead, NVIDIA projected Q4 revenue of $65 billion, reinforcing investor confidence in sustained AI demand.
