Nvidia Q3 2026 Earnings Show Data Center Revenue Growth

Nvidia released its financial results for the third quarter of fiscal year 2026 on November 20, 2025. The company reported total revenue of 35.1 billion dollars for the period ending October 27, 2025. This figure marks a 94 percent increase from the same quarter in the previous year. Data center revenue reached 30.8 billion dollars, up 112 percent year over year. This segment includes sales of graphics processing units for artificial intelligence applications.

Chief Executive Officer Jensen Huang discussed the results during a conference call with analysts. He stated that demand for Nvidia’s Hopper and Blackwell computing platforms remains strong. The Blackwell architecture supports advanced AI models. Production of Blackwell-based products began in the third quarter. Nvidia shipped initial units to customers for testing.

The company’s gross margin stood at 75.1 percent for the quarter, adjusted for certain expenses. Operating expenses totaled 3.4 billion dollars, including research and development costs of 2.7 billion dollars. Net income came in at 19.7 billion dollars, reflecting the high demand for semiconductors. Nvidia holds a significant market share in AI accelerators.

Revenue from gaming products was 2.9 billion dollars, a 21 percent rise from last year. This division sells GeForce graphics cards for personal computers. Professional visualization revenue reached 509 million dollars, up 13 percent. Automotive revenue stood at 329 million dollars, increasing 55 percent year over year. This area covers chips for self-driving systems.

Nvidia’s cash flow from operations exceeded 25 billion dollars in the quarter. The company used some funds for stock buybacks. It repurchased 10 billion dollars worth of shares under its program. Nvidia ended the quarter with 38.3 billion dollars in cash and equivalents. Debt levels remained at 9.7 billion dollars.

Huang highlighted the expansion of data centers worldwide. He noted that cloud providers are building infrastructure for generative AI. Nvidia’s software stack, including CUDA, supports developers in training models. The company released updates to its AI enterprise tools during the quarter.

For the fourth quarter, Nvidia expects revenue of 32.5 billion dollars, plus or minus 2 percent. This projection accounts for seasonal factors. Gross margin is forecasted at 74.8 percent, adjusted. Management cited supply chain improvements as a positive factor.

Nvidia’s stock price reacted to the earnings release. Shares rose 5 percent in after-hours trading on November 20, 2025. The market capitalization stood above 3 trillion dollars following the gain. Investors focused on the data center performance amid AI growth.

The company operates in multiple regions. Revenue from the United States was 16.8 billion dollars. Taiwan contributed 7.2 billion dollars, and Singapore added 6.5 billion dollars. Other Asian markets generated 3.1 billion dollars. Europe, Middle East, and Africa brought in 1.5 billion dollars.

For the full fiscal year 2026, Nvidia’s year-to-date revenue totals 96.3 billion dollars, up 122 percent. Data center year-to-date revenue is 84.3 billion dollars, a 150 percent increase. This performance aligns with guidance from prior quarters.