Overview
- Fiscal Q3 2026 revenue reached $57 billion, up 62% year over year, with $51 billion from Data Center and gross margin about 73.6%.
- Blackwell GB300 now accounts for roughly two thirds of sales, and major cloud providers report Nvidia hardware remains fully allocated.
- Management outlined a 2026 Rubin/Vera Rubin platform featuring seven new chips intended to lift performance further.
- Nvidia’s CUDA software ecosystem and integrated hardware‑networking stack create high switching costs that reinforce its competitive moat.
- Beyond data centers, gaming and AI PC revenue rose 30% year over year, and Nvidia held about 94% of discrete GPU market share in Q2 2025.