Overview
- For Q3 FY2026, Nvidia reported $57 billion in revenue with roughly $51 billion from Data Center and gross margins near 73.6%.
- Management disclosed about $500 billion in orders expected to be fulfilled over the next six quarters, and said cloud compute using its chips is fully utilized.
- IoT Analytics pegs Nvidia at roughly 92% share of data center GPUs, with Blackwell GB300 driving a large portion of sales as Hopper and Ampere remain in use.
- The roadmap highlights an expected 2026 Rubin platform, expanding networking via NVLink and Spectrum‑X, and reported AI factory initiatives involving five million GPUs.
- Several commentators predict the stock could top $300 in 2026, while others note concentration risks given roughly 90% of revenue comes from data centers.