Nvidia’s Blackwell Drives Record $57B Quarter

Nvidia reported blockbuster Q3 FY2026 results, posting a company record $57 billion in revenue and an estimated roughly $4,000 of profit per second. Its data center business surged by $10 billion in a single quarter to a record $51.2 billion — a 66 percent year‑over‑year increase — driven largely by demand for its Blackwell family of chips, especially the Blackwell Ultra architecture.

The company set an ambitious Q4 outlook of about $65 billion in revenue, which would require another ~ $8 billion quarter‑over‑quarter increase. CEO Jensen Huang said Blackwell sales were “off the charts” and that “cloud GPUs are sold out,” though he later clarified on Bloomberg that Nvidia still has “plenty of Blackwells to sell you” and more capacity coming.

Gaming also contributed to growth: gaming revenue rose about 30 percent year‑over‑year, a positive sign after earlier mixed reviews for some RTX 50‑series gaming GPUs. On the investor call Huang dismissed talk of an AI bubble, saying AI has “reached a tipping point” and pointing to a broader transition toward more agentic and physical AI applications.

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