NEWS: NVIDIA announces financial results for the third quarter of fiscal 2026. ➡️ Record revenue of $57.0 billion, up 22% from Q2 and 62% from a year ago ➡️ Record Data Center revenue of $51.2 billion, up 25% from Q2 and 66% from a year ago Read more: https://nvda.ws/4o1s6ZT
I see em dash!
The scale curve here is extraordinary — not just in GPU shipments but in full end-to-end system architecture. These record data center numbers may point to a deeper inflection: demand is shifting from raw GPU compute to integrated, governed, repeatable AI-factory patterns. As enterprises require near-real-time refresh, trillion-row data readiness, and SLA-grade orchestration, NVIDIA’s stack becomes part of the operating model — not just the hardware layer. The magnitude of this quarter hints that this shift may now be emerging at global scale.
People will learn that when they buy your hardware it's just a computer at the end of the day, that the hardware won't magically "AI" you some results, and most things can be done with open source software on most machines. I'm currently using Matlab on a x86, while your jetson nano sits on my shelf. I may buy an AGX, but only because it's a small Linux machine with 64Gb of RAM, nothing more will be expected of it...
Literally carrying the burden of the US economy and awesomely so!
Jensen is a rock star!!! As someone who has followed Nvidia since the very beginning it is truly a remarkable journey they have been through. Luckily I invested in NVDA in 2020, but I guess I should have started in 1993. LOL.
The acceleration is incredible. As compute and model capabilities scale this fast, the governance side has to keep up. The real challenge — and opportunity — is making sure innovation moves forward with clear guardrails and responsible use.
Literally carrying the burden of the US economy and awesomely so!
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2dThe scale curve here is extraordinary — not just in GPU shipments but in full end-to-end system architecture. These record data center numbers may point to a deeper inflection: demand is shifting from raw GPU compute to integrated, governed, repeatable AI-factory patterns. As enterprises require near-real-time refresh, trillion-row data readiness, and SLA-grade orchestration, NVIDIA’s stack becomes part of the operating model — not just the hardware layer. The magnitude of this quarter hints that this shift may now be emerging at global scale.