NVIDIA reported a record third-quarter revenue of $57 billion, marking a 22% increase from the previous quarter and a 62% rise year-over-year. The company’s strong financial performance highlights growing demand in AI and cloud computing sectors, with GAAP and non-GAAP gross margins at 73.4% and 73.6%, respectively, and earnings per share at $1.30.
CEO Jensen Huang emphasized the exceptional sales of NVIDIA’s Blackwell GPUs, describing the demand for cloud GPUs as “sold out.” The company is benefiting from accelerating compute demand, driven by exponential growth in AI training and inference workloads, signaling a robust AI ecosystem expanding globally across industries and countries.
In the first nine months of fiscal 2026, NVIDIA returned $37 billion to shareholders via share repurchases and dividends, with $62.2 billion still available under its repurchase authorization. This highlights the company’s commitment to shareholder value while balancing investments in innovation and growth.
NVIDIA’s upcoming quarterly dividend is set at $0.01 per share, payable on December 26, 2025, to shareholders of record on December 4, 2025. This dividend announcement aligns with the strong earnings and demonstrates the company’s steady financial health and ongoing commitment to returning capital to investors.
Looking ahead, NVIDIA expects continued strong growth, with its Blackwell and Rubin GPU platforms poised to drive revenue near $65 billion in the next quarter. The company’s data center segment grows rapidly, with sales of advanced GPUs fueling advancements in AI infrastructure worldwide, reinforcing NVIDIA’s leadership in this transformative market.
Overview of NVIDIA’s Key Business Segments and Profits
- Data Center: NVIDIA’s data center segment drives major revenue with $30 billion in sales, fueled by AI and cloud demand, contributing over 50% of company profits.
- Gaming: This core segment generates approximately $15 billion in revenue, delivering strong profit margins from high-performance GPUs popular among gamers.
- AI PC & Professional Visualization: Accounts for around $6 billion in revenue, with high-margin profits derived from professional AI, VR, and AR applications.
- Automotive & Robotics: This emerging segment brings in about $3 billion in revenue, growing profits through AI-driven autonomous vehicle and robotics solutions in expanding markets.
