Overview
- The company guides fiscal 2026 Q4 revenue to $65 billion, about 65% higher than the prior-year quarter’s $39.3 billion.
- Nvidia reported record fiscal Q3 revenue of $57 billion, a 62% year-over-year increase for the period ended Oct. 26, 2025.
- CFO Colette Kress said demand for AI infrastructure continues to exceed the company’s expectations.
- Nvidia cites heavy orders for Blackwell and plans to launch its successor, Vera Rubin, in the second half of 2026, supporting its revenue outlook.
- CEO Jensen Huang addressed AI bubble worries, noting the company sees a different picture even after the stock rose about 39% in 2025.