Debasis Mohapatra
Bengaluru, 20 Nov 2025
Nvidia’s Q3Fiscal 2026 results ended October 2025 showed demand for AI continued to remain strong despite fears of AI bubble building up in the market.
Here is a snapshot:
| Particulars | Q3 Fiscal 2026 (ended October 2025) | YoY Growth | QoQ Growth |
| Revenue | $57 billion | 62% ↑ | 22% ↑ |
| Net Income (PAT) | $31.91 billion | 65% ↑ | 21% ↑ |
| Gross Margin | 73.4% | 1.2% ↓ | 1% ↑ |
| Particulars | Q3 Fiscal 2026 | YoY Growth |
| Data Centre | $51.2 billion | 66% ↑ |
| Gaming & AI PC | $4.3 billion | 30% ↑ |
| Professional Visualisation | $760 million | 56% ↑ |
| Automotive & Robotics | $592 million | 32% ↑ |
Commentary:
- Nvidia’s forecast for the fourth quarter is $65 billion in sales.
- On Blackwell chip sales:
“Blackwell sales are off the charts, and cloud GPUs are sold out,” said Jensen Huang, founder and CEO of NVIDIA. “Compute demand keeps accelerating and compounding across training and inference — each growing exponentially. We’ve entered the virtuous cycle of AI. The AI ecosystem is scaling fast — with more new foundation model makers, more AI startups, across more industries, and in more countries. AI is going everywhere, doing everything, all at once.”
