NVIDIA Announces Financial Results for Third Quarter Fiscal 2026
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NVIDIA Announces Financial Results for Third Quarter Fiscal 2026.
NVIDIA (NASDAQ: NVDA) yesterday reported record revenue for the third quarter ended October 26, 2025, of $57.0 billion, up 22% from the previous quarter and up 62% from a year ago.
For the quarter, GAAP and non-GAAP gross margins were 73.4% and 73.6%, respectively.
For the quarter, GAAP and non-GAAP earnings per diluted share were both $1.30.
Microsoft, NVIDIA and Anthropic Announce Strategic Partnerships.
This week, NVIDIA announced new strategic partnerships with Anthropic and Microsoft to scale Anthropic’s rapidly-growing Claude AI model on Microsoft Azure, powered by NVIDIA.
For the first time, NVIDIA and Anthropic are establishing a deep technology partnership to support Anthropic’s future growth – collaborating across design and engineering, to optimize Anthropic models for the best possible performance, efficiency, and TCO.
Anthropic cofounder and CEO Dario Amodei , Microsoft Chairman and CEO Satya Nadella , and NVIDIA founder and CEO Jensen Huang gathered to discuss the latest news:
Accelerated Computing, Networking Drive Supercomputing in Age of AI.
At SC25, NVIDIA unveiled advances across NVIDIA BlueField DPUs, next-generation networking, quantum computing, national research, AI physics and more — as accelerated systems drive the next chapter in AI supercomputing.
Ian Buck , vice president and general manager of accelerated computing at NVIDIA, delivered a special address at SC25.
NVIDIA also highlighted storage innovations powered by the NVIDIA BlueField-4 data processing unit, part of the full-stack BlueField platform that accelerates gigascale AI infrastructure.
More details also came on NVIDIA Quantum-X Photonics InfiniBand CPO networking switches — enabling AI factories to drastically reduce energy consumption and operational costs — including that TACC, Lambda and CoreWeave plan to integrate them.
And NVIDIA founder and CEO Jensen Huang made a surprise appearance at the St. Louis event, making a few remarks about NVIDIA’s supercomputing news to the crowd at SC25.
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In The News
After reporting Q3 FY26 earnings, NVIDIA CEO Jensen Huang joined Bloomberg’s Edward Ludlow to talk Blackwell, Vera Rubin, global demand, and what it takes to scale AI at world-record speed.
Jensen continued the conversation on Fox Business News with Liz Claman , spotlighting our supply-chain scale, Rubin progress, and the policy landscape shaping global AI growth.
NVIDIA is proud to power Saudi Arabia’s AI future with HUMAIN , driving the buildout of next-generation AI factories. Together with NVIDIA accelerated computing, HUMAIN Chat trained on NVIDIA Nemotron, and Omniverse for physical AI, we are accelerating sovereign AI innovation, fueling breakthroughs in healthcare, energy, smart cities, and beyond.
By enabling NVIDIA’s most advanced GPU systems to power new sovereign AI data centers in the UAE and operated by G42 , the Administration is helping U.S. technology fuel a new generation of global AI factories. NVIDIA is honored to support a close strategic partner in building this new industrial engine.
What's Ahead
Join us and Amazon Web Services (AWS) to discover how our co-engineered stack is accelerating AI workloads across every industry.
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Stay Connected
The innovation doesn’t stop here. Stay informed with these resources from NVIDIA:
- 📰Read the NVIDIA Newsroom blog
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- 🏛️Making an Impact: AI for Public Policy
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4hYes but don't show the hardware, show who's actually done something with any hardware which isn't cloud based. I bet they could almost all fit on a stage at once.
From felon to founder | Creator of BrockBox.com 🥦 — Plug-n-Play, Air-Gapped AI | Privacy • Security • Compliance
5h$57 billion in one quarter. From companies renting compute they could own. NVIDIA’s business model is brilliant: sell the infrastructure, then charge rent forever. Microsoft, AWS, Google they’re all paying. And so are their customers. But here’s the shift nobody’s talking about: what happens when businesses realize they don’t need to rent? Accelerated computing doesn’t require cloud dependency. You can run AI locally. Own the hardware. Own the models. Own the data. No quarterly payments to NVIDIA or cloud providers. That’s what BrockBox.com is built for. Local AI infrastructure. No rent. No extraction. Just ownership. Congrats on the earnings. But the rent-seeking model only works until people realize they can own the stack. Data ownership = passive income. 🥦Built.
Supply Chain Management Professional - Electronic Goods | Contract Mfg | Driving COGS to optimize sustainability & profitability | Harnessing processes for improved inspection.
6hsovereign infrastructure of the future 🌅