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yesterday

Nvidia Guides $65 Billion for Fiscal Q4 on AI Infrastructure Boom

The company says it has visibility to about $500 billion tied to its Blackwell and Vera Rubin platforms through 2026.

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Jensen Huang, co-founder and chief executive officer of Nvidia Corp., center, during the Nvidia GPU Technology Conference (GTC) in San Jose, California, US, on Monday, March 18, 2024. Dubbed the Woodstock festival of AI by Bank of America analysts, GTC this year is set to draw 300,000 in-person and virtual attendees for the debut of Nvidia Corp.'s B100. Photographer: David Paul Morris/Bloomberg via Getty Images

Overview

  • The forecast implies roughly 65% growth from the prior-year quarter's $39.3 billion.
  • Nvidia posted record fiscal Q3 revenue of $57 billion, up 62% year over year.
  • CFO Colette Kress said demand for AI infrastructure continues to exceed expectations.
  • Vera Rubin, the successor to Blackwell, is slated for launch in the second half of 2026.
  • After a roughly 39% share-price gain in 2025, CEO Jensen Huang rejected the idea that the market is in an "AI bubble."