Overview
- For FY2026 Q3, revenue hit $57.0 billion with GAAP net income of $31.91 billion, setting company records.
- Data center sales climbed to $51.2 billion, near 90% of total, with about $43.0 billion from compute GPUs and $8.2 billion from networking; CFO Colette Kress said Blackwell Ultra is the top seller.
- Jensen Huang said cloud GPU stocks for current deployments are sold out but clarified supply remains available, noting demand is driving roughly $500 billion in unfulfilled orders booked into 2026.
- Nvidia guided FY2026 Q4 revenue to about $65 billion plus or minus 2% and projected gross margins around 74.8% GAAP and 75.0% non‑GAAP.
- Next‑generation Rubin and Vera Rubin chips are slated for volume production next year, with Huang indicating Vera Rubin could generate about $35 billion, while Nvidia accelerates ecosystem bets including a $10 billion commitment to Anthropic.