Nvidia released its financial results for the third quarter of fiscal year 2026, and the numbers came in stronger than many people expected. The company reported a record $57 billion in revenue for the quarter ending October 26, 2025. That alone marks a 62 percent increase from the same period a year earlier. It’s a huge jump, and it’s mostly tied to the ongoing demand for its artificial intelligence chips. After the announcement, Nvidia shares climbed more than 4 percent in after-hours trading, which felt almost inevitable given how closely investors have been watching the company.
Key Takeaways
- Nvidia reported total revenue of $57 billion, which is higher than the $55 billion analysts expected.
• Data center revenue reached a record $51.2 billion, growing 66 percent from last year.
• The company forecasts revenue of about $65 billion for the next quarter.
• CEO Jensen Huang stated that demand for Blackwell chips is very high and supply is sold out.
• Earnings per share came in at $1.30, beating the estimate of $1.25.
Record Sales Led by Data Centers
Much of this growth came from the Data Center division. This part of the business continues to sell the high-performance GPUs that major tech companies rely on to build and expand their AI models. Revenue in this segment rose to $51.2 billion, which is a 66 percent increase from last year. Companies like Microsoft, Google, and Oracle are still ordering these chips as they scale their AI infrastructure. Nvidia noted that its new Blackwell chips have now moved into full production and are already shipping out to customers. I think it’s interesting how quickly this product line has become central to nearly every large tech firm’s AI roadmap.
CEO Jensen Huang Confirm High Demand
During the earnings call, CEO Jensen Huang offered a very upbeat outlook on AI chip demand. He said the new Blackwell chips are performing exceptionally well, calling their sales “off the charts.” He also mentioned that cloud GPU products are currently sold out, which perhaps isn’t too surprising given how many companies are competing for computing power. Huang talked about the rapid acceleration in demand from businesses that are training new AI models or running the tools that people use daily. He also pushed back on concerns that AI spending might slow down, suggesting that the momentum behind AI development still feels strong.
Strong Forecast for Next Quarter
Investors seemed especially encouraged by the guidance for the next quarter. Nvidia expects revenue of about $65 billion for Q4, which is higher than the $61.7 billion analysts had been forecasting. That outlook hints that the company believes this demand will carry well into 2026. Nvidia also kept its strong profitability intact, reporting gross margins of 73.4 percent. There’s a sense that the company doesn’t see any immediate slowdown on the horizon, even if the industry has had moments where people wondered whether the AI surge might cool off.
Stock Market Reaction
The stock market responded quickly after the release. Nvidia shares jumped in after-hours trading, adding billions to the company’s overall market value. Some analysts say this report helps ease growing concerns that the broader AI boom might be losing steam. Instead, the results suggest that large technology companies are still investing heavily in AI hardware. Nvidia remains the leading supplier for these companies as they continue expanding their data centers. Even with some debate about how long the AI cycle will last, the latest numbers show that Nvidia’s position at the center of it hasn’t really changed.
Frequently Asked Questions
Q. Why did Nvidia stock go up?
A. The stock went up because the company reported higher revenue and earnings than experts expected. They also gave a strong sales forecast for the next quarter.
Q. What is the revenue of Nvidia for Q3 2025?
A. Nvidia reported a record revenue of $57 billion for the third quarter of fiscal year 2026, which corresponds to the calendar period ending October 2025.
Q. What did Jensen Huang say about Blackwell chips?
A. CEO Jensen Huang said that demand for Blackwell chips is “off the charts” and that their cloud products are sold out due to high customer interest.
Q. Is the demand for AI chips slowing down?
A. No, the report shows that demand is speeding up. Data center revenue grew by 66% compared to last year, showing that companies are still buying many chips.
Q. What is the Nvidia revenue forecast for Q4?
A. Nvidia expects to make approximately $65 billion in revenue in the fourth quarter of fiscal year 2026.
