$TNSR NVIDIA SMASHES RECORDS â AI DEMAND GOES PARABOLIC
NVIDIA just released its Q3 FY2026 earnings and absolutely obliterated expectations:
Total revenue: $57.0B, up 62% YoY.
Data center revenue: $51.2B, +66% YoY â driven by massive demand for Blackwell chips.
EPS: $1.30, beating Wall Streetâs $1.26 estimate.
Gross margin: 73.6%, showing insane profitability.
đ„ Why the explosion in revenue?
CEO Jensen Huang says Blackwell demand is âoff the chartsâ â cloud GPUs are completely sold out.
NVIDIA claims a âvirtuous AI cycleâ: more startups, bigger foundation models, and corporations fighting for compute power.
The company shocked analysts with a $65B revenue forecast for next quarter â far above expectations.
đ„ Market Impact:
NVIDIA remains the barometer of the global AI boom.
Fears of an âAI bubbleâ cooled off â the demand is still REAL.
Analysts note the company relies heavily on a few mega-clients, but its position in AI infrastructure is unmatched.
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đź The billion-dollar question:
Is NVIDIA entering its strongest phase yet, or is this growth simply unsustainable?
Drop your take đ
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