Nvidia just dropped a $57 billion quarter. Now what?
TL;DR
Quick Summary
- Nvidia posted Q3 FY2026 revenue of $57B on November 19, 2025, with data center sales of $51.2B driving 60%+ year-over-year growth.
- Management guided Q4 revenue to about $65B, signaling demand for Blackwell and Rubin AI chips is limited more by supply than interest.
- Nvidia now dominates AI infrastructure spending, but faces real risks from export controls, custom cloud chips, supply bottlenecks, and any slowdown in AI ROI.
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Disclaimer: KAHROS is a financial media and technology company. The Services, including any AI-generated content and articles, are for informational purposes only and do not constitute financial, legal, tax, or investment advice, nor an offer or solicitation to buy or sell any securities. Market information may be time-sensitive, incomplete, or subject to change without notice. We are not a registered broker-dealer or investment advisor. Please refer to our Terms of Service for more details.
