Nvidia has posted the strongest quarter in its history, fueled by overwhelming global demand for its AI chips. In its Q3 2026 earnings report, the company revealed record revenue of $57 billion, far surpassing expectations and translating to nearly $4,000 in profit every second. The surge underscores Nvidia’s dominant role at the center of the worldwide AI hardware race.
The data center division once again drove the company’s historic performance. Nvidia earned $51.2 billion from this segment alone—up 66 percent year-over-year and expanding by an unprecedented $10 billion in just one quarter. Investors see this division as the clearest signal of the AI industry’s health, and the latest numbers suggest demand remains exceptionally strong.
Despite questions about whether such rapid growth is sustainable, Nvidia expects momentum to continue. The company has forecast $65 billion in revenue for Q4, which would require another $8 billion jump within three months. CEO Jensen Huang said Nvidia is selling every AI server chip it manufactures. He highlighted massive demand for the Blackwell architecture, saying cloud GPUs are effectively sold out, though he clarified that production is ongoing and “plenty of Blackwells” are still available as more supply comes online.
Nvidia reported that the Blackwell Ultra chip is now its top-performing product across all customer segments, while the original Blackwell chips continue to be in high demand. The company’s gaming division also saw a rebound, with revenue increasing 30 percent compared to last year. Nvidia’s new RTX 50-series initially received mixed reactions, but sales trends suggest growing acceptance of the Blackwell-based gaming lineup.
Throughout the investor call, Huang addressed persistent concerns about an “AI bubble.” He argued that from within the industry, Nvidia sees evidence of a long-term shift rather than a speculative surge. According to Huang, AI has reached a defining moment, with the rise of agentic systems and physical AI expected to fundamentally reshape computing, industry operations, and future technology platforms.
Nvidia’s record-breaking quarter reinforces its position as the world’s most important AI hardware provider—and signals that the global race to build advanced AI systems is accelerating even faster than many expected.