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NVIDIA has released its financial report for the third quarter of fiscal year 2026, directly addressing mounting concerns about a potential AI bubble.
“Blackwell sales are off the charts, and cloud GPUs are sold out,” said Jensen Huang, founder and CEO of NVIDIA. “Compute demand keeps accelerating and compounding across training and inference — each growing exponentially. We’ve entered the virtuous cycle of AI. The AI ecosystem is scaling fast — with more new foundation model makers, more AI startups, across more industries, and in more countries. AI is going everywhere, doing everything, all at once.”
As the company powering the world’s leading AI data centers, Huang asserted that AI is not approaching its end—but its true ascent. He highlighted three transformative shifts that place NVIDIA in a singular position of advantage:
- Accelerated computing supplanting traditional chips: With Moore’s Law slowing, the long-standing cadence of performance doubling has stalled, pushing enterprises toward NVIDIA’s GPU-accelerated systems.
- Generative AI: Reshaping the search and recommendation engines of companies like Meta.
- Agentic and Physical AI: The newest paradigm, driving next-generation coding assistants and robotics.
NVIDIA’s financials reinforced that confidence. Third-quarter revenue reached a record 57 billion USD—a 62% increase year-over-year. The company projects continued momentum in Q4, guiding revenue toward 65 billion USD.
Addressing analysts’ fears that cloud-provider spending may not be sustainable, CFO Colette Kress noted that NVIDIA’s chip supply is fully tapped. “The clouds are sold out,” she said, adding that the current GPU fleet is operating at “full utilization.”
The strong earnings sent NVIDIA shares up roughly 5% in after-hours trading, lifting the broader semiconductor sector as well: Broadcom and TSMC rose more than 7%, AMD surged over 6%, and Oracle gained more than 5%.
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