positive
Nvidia’s latest earnings reset expectations for the global AI cycle
Nvidia’s Q3 FY26 performance exceeded expectations with revenue near $57B and EPS around $1.30, but the key development is the Q4 outlook of roughly $65B, marking one of the strongest revenue guides issued by a mega-cap technology firm. Data center revenue reached about $51B, driven by accelerating demand for Blackwell GPUs and Nvidia’s vertically integrated AI stack, pushing gross margins toward 75%.
Companies:
- Nvidia
Tags:
- ai
- semiconductors
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positive
Nvidia’s latest earnings reset expectations for the global AI cycle
Nvidia’s Q3 FY26 performance exceeded expectations with revenue near $57B and EPS around $1.30, but the key development is the Q4 outlook of roughly $65B, marking one of the strongest revenue guides issued by a mega-cap technology firm. Data center revenue reached about $51B, driven by accelerating demand for Blackwell GPUs and Nvidia’s vertically integrated AI stack, pushing gross margins toward 75%.
Companies:
- Nvidia
Tags:
- ai
- semiconductors
1 min read
62 words
Nvidia’s Q3 FY26 beat and $65B Q4 guide reinforce accelerating AI demand, strengthening global semiconductor sentiment while increasing expectations for flawless execution.
Nvidia’s Q3 FY26 performance exceeded expectations with revenue near $57B and EPS around $1.30, but the key development is the Q4 outlook of roughly $65B, marking one of the strongest revenue guides issued by a mega-cap technology firm. Data center revenue reached about $51B, driven by accelerating demand for Blackwell GPUs and Nvidia’s vertically integrated AI stack, pushing gross margins toward 75%.
Nvidia’s Q3 FY26 performance exceeded expectations with revenue near $57B and EPS around $1.30, but the key development is the Q4 outlook of roughly $65B, marking one of the strongest revenue guides issued by a mega-cap technology firm. Data center revenue reached about $51B, driven by accelerating demand for Blackwell GPUs and Nvidia’s vertically integrated AI stack, pushing gross margins toward 75%.
Companies:
- Nvidia
Tags:
- ai
- semiconductors
- ai
- semiconductors
- earnings
- nvidia
- global tech