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Nvidia Set to Report Q3 Results, Putting AI Spending to the Test

Estimates cluster near the top of guidance, turning the outlook into a key read on AI infrastructure demand.

Overview

  • Nvidia will release fiscal Q3 2026 results after the market close on Wednesday, November 19.
  • Wall Street consensus points to revenue of roughly $54.8–$55.2 billion, near the high end of Nvidia’s prior $54 billion (±2%) guidance.
  • Investors will parse details on the Blackwell chip ramp and ordering from major AI buyers such as Microsoft and Meta.
  • Recent declines in AI-related stocks heighten sensitivity to any miss or soft guidance that could weigh on the broader tech sector.
  • Coverage underscores strong hyperscaler-driven demand for Nvidia’s high-end GPUs, reinforcing the company’s bellwether status for cloud and semiconductor sentiment.