NVIDIA just dropped its Q3 2026 earnings report (for the period ending October 26), and the numbers are nothing short of spectacular. The tech giant raked in $57.006 billion in revenue, surging 62% year-over-year and topping the market consensus of $54.2 billion. On a GAAP basis, net income hit $31.91 billion, jumping 65% from the prior year. Non-GAAP diluted earnings per share came in at $1.30, a 60% YoY increase that beat analysts’ expectations of $1.25.
But wait, there’s more. NVIDIA’s Q4 2026 guidance is even more eye-popping: they’re projecting sales of $65 billion (plus or minus 2%), with that midpoint trouncing the market’s $62 billion estimate.
Jensen Huang, NVIDIA’s CEO, summed it up: “Blackwell chips are flying off the shelves—cloud GPUs are totally sold out. Whether it’s training or inference, compute demand is exploding exponentially. We’re in an AI virtuous cycle. The ecosystem is blowing up—more foundation model builders, more AI startups, across every industry and country you can think of. AI is everywhere, doing everything, all at once.”
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