Nvidia announced another record-breaking financial quarter, driven by continued strong demand for artificial intelligence technology. The company highlighted its transformation from a leading provider of graphics cards for gaming to a major player in the AI data center market.
Okay, so Nvidia just announced their Q3 2026 earnings, and wow – they made $57 billion! That’s a huge jump – up 62% compared to the same time last year. Plus, they brought in $10 billion more this quarter than the last. Seriously, it’s amazing to see them become the most valuable company out there, and it feels like things are only going up from here as a gamer!
The company used to be famous for making graphics cards for gamers, like the GTX and RTX lines, but gaming now represents a relatively small portion of their overall income.
NVIDIA has evolved from gaming
During their recent earnings call, the company explained that they’ve transformed over the last 25 years from a business focused on gaming graphics cards to one that now specializes in infrastructure for AI data centers.
NVIDIA CEO Jensen Huang on record Q3 FY26 results.
— NVIDIA Newsroom (@nvidianewsroom) November 19, 2025
Data center revenue reached a new high of $51 billion this quarter. Nvidia’s revenue jumped 66% compared to last year, fueled by high demand for AI technology from cloud companies, businesses, and those creating AI models. Nvidia is continuing to ship large quantities of its Blackwell and Rubin systems.
Video game revenue hit $4.3 billion, a 30% increase compared to last year. Nvidia attributes this growth to strong demand for its new graphics cards and the ongoing popularity of PC gaming.
During the earnings call, Nvidia emphasized strong and continuing demand for its upcoming technologies. They stated they currently have confirmed orders and projections totaling over $500 billion in revenue from their Blackwell and Rubin platforms, spanning from the beginning of this year through the end of 2026.
Nvidia reported that its data center business is now generating most of its revenue, and they anticipate continued growth in AI infrastructure for several years. They also stated that they have a robust pipeline of AI projects planned with cloud providers, businesses, and governments through 2027.
After the company released its earnings report, its stock price increased significantly, easing concerns that stock prices were being artificially inflated by hype around artificial intelligence.
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2025-11-20 17:22