NVIDIA’s Blackwell platform drives Data Center revenue growth, with Q3 2026 sales hitting $51.22 billion, a 66% YoY increase. GB300 systems are shipping in high volumes for AI workloads. Outlook remains strong, expecting further growth from Blackwell shipments and AI project expansions, estimating $190 billion in Data Center revenues for fiscal 2026.

Competitors AMD and Intel challenge NVIDIA in AI data centers. AMD’s MI300 accelerators attract cloud providers, while Intel’s Gaudi series offers cost-effective AI solutions. NVIDIA’s stock has risen 19.3% in the past six months, with a forward P/E ratio of 26.8. Estimates show a 55.9% YoY increase in earnings for fiscal 2026 and 2027, with a Zacks Rank #2 (Buy).

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