Nvidia reported revenue of $57 billion, with significant growth across all business segments, particularly in data center operations. The company highlighted visibility to a half a trillion dollars in revenue from the start of the year through the end of calendar year 2026. Data center revenue reached a record $51 billion, driven by strong AI infrastructure demand. Networking revenue also saw significant growth. Gaming revenue was up 30% year over year, and professional visualization revenue increased by 56% from the prior year. Automotive revenue also saw a 32% increase year over year. The company expects total revenue of $65 billion in Q4, up 14% sequentially at the midpoint. Gross margins are expected to be in the mid-seventies for both GAAP and non-GAAP. Operating expenses rose sequentially, mainly due to infrastructure compute, compensation, and engineering/development costs. Inventory and supply commitments increased quarter over quarter in preparation for growth. Nvidia emphasized its performance leadership, strategic investments in AI model builders, supply chain expansion, and partnerships with key players in the industry. The company is focused on sustainable leadership and position in AI computing and plans to continue advocating for America’s ability to compete globally. Strategic partnerships and investments with key players like AWS, Humane, and others are driving growth and deepening the ecosystem reach. Nvidia’s Rubin platform is on track for a 2026 ramp, offering significant performance improvements over previous architectures. The company highlighted its achievements in benchmark performance, including 5x faster time to train and 10x higher performance per watt compared to previous generations. Nvidia is optimistic about the demand for AI infrastructure and the acceleration of AI adoption across industries, driving the need for advanced computing solutions.

Read more at Nasdaq: Nvidia (NVDA) Q3 2026 Earnings Call Transcript