NVIDIA reported record revenue of $57.0 billion, a 22% increase from the previous quarter and a 62% increase from a year ago. Data Center revenue reached a record $51.2 billion, up 25% from the previous quarter and 66% from a year ago. GAAP and non-GAAP earnings per diluted share were both $1.30. Operating income was $36.010 million, a 27% increase from the previous quarter and a 65% increase from a year ago.
NVIDIA’s outlook for the fourth quarter of fiscal 2026 includes an expected revenue of $65.0 billion, with GAAP and non-GAAP gross margins of 74.8% and 75.0% respectively. Operating expenses are expected to be approximately $6.7 billion and $5.0 billion for GAAP and non-GAAP, respectively. Other income and expense are expected to be an income of approximately $500 million.
In the Data Center segment, NVIDIA achieved record revenue of $51.2 billion, announced a partnership with OpenAI, and plans to accelerate the building of supercomputers with industry leaders like Oracle. NVIDIA also unveiled new GPUs and system architectures to power AI infrastructure across various industries globally.
In the Gaming and AI PC segment, NVIDIA reported revenue of $760 million, a 26% increase from the previous quarter and a 56% increase from a year ago. The company began shipping the world’s smallest AI supercomputer, NVIDIA DGX Spark, in a compact form factor.
In the Automotive and Robotics segment, revenue reached $592 million, up 1% from the previous quarter and 32% from a year ago. NVIDIA introduced the NVIDIA DRIVE AGX Hyperion 10 autonomous vehicle development platform and partnered with Uber to scale a level 4-ready mobility network.
NVIDIA’s CFO, Colette Kress, provided commentary on the quarter, and the company will conduct a conference call with analysts and investors to discuss its financial results. NVIDIA uses non-GAAP measures to supplement its financial statements, adjusting for stock-based compensation expense, acquisition-related costs, and other factors to enhance understanding of its financial performance.
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