As a result of its earnings release, Nvidia shares are rising by over 5% in after-hours trading, with markets applauding a company that once again proves it is the undisputed leader of the artificial intelligence era. In the third quarter of fiscal 2026, Nvidia delivered a spectacular demonstration of its strength and vision, showing that its impact extends far beyond financial results. The company reported record revenues of USD 57 billion, representing a 22% increase compared to the previous quarter and a remarkable 62% year-on-year growth. These are not just numbers on a financial statement; they are proof that Nvidia stands at the very center of the global digital transformation and is actively shaping the future of technology. A net income of nearly USD 32 billion and earnings per share of USD 1.30 highlight that the company is not only growing at an impressive pace but also remains resilient amid volatile macroeconomic conditions, from rising interest rates and global inflationary pressures to geopolitical uncertainties.
The primary driver of this triumph remains the Data Center segment, which generated record revenues of USD 51.2 billion, up 25% quarter-on-quarter and 66% year-on-year. The Blackwell architecture is redefining GPU capabilities, providing the computational power and energy efficiency required to support the most advanced artificial intelligence applications. Through strategic partnerships with OpenAI, Google Cloud, Microsoft, and other tech giants, Nvidia has become a key architect of the global AI infrastructure. The company is not just developing technology; it is literally “saving the world” from a digital compute shortage, enabling the advancement of autonomous vehicles, recommendation systems, generative language and visual models, and the entire global digital economy.
The gaming segment confirms the stability and strength of Nvidia’s ecosystem, generating USD 4.3 billion in revenue despite a modest 1% decline. RTX technologies and advanced software solutions not only reinforce the company’s position in the entertainment sector but also bridge innovation between business and consumer markets.
Operating profitability remains impressive, reaching USD 36 billion, a 27% increase compared to the previous quarter. This is not only evidence of an effective business strategy but also a clear signal that Nvidia can combine dynamic revenue growth with exceptional operational efficiency. Such results demonstrate that the company does not merely generate massive revenues but is also able to convert them effectively into real profit.
Outlook for the fourth quarter is even more spectacular. The company projects revenues of approximately USD 65 billion with margins maintained around 75%, demonstrating readiness for continued dynamic growth and sustained market dominance. Global trends in artificial intelligence, accelerated adoption of generative AI, the expansion of cloud computing, and the digital transformation of enterprises in North America, Europe, and Asia provide a solid foundation for Nvidia’s future successes, with the company remaining at the epicenter of these changes.
Nvidia’s results are far more than impressive financial numbers. They tell the story of a company that sets the direction for global digital transformation, paves the way for new standards in the semiconductor and digital technology industries, and, through its groundbreaking AI solutions, literally saves the world from the compute shortage needed for the next era of technology. Nvidia proves that the tech boom is not a temporary bubble but a lasting global trend supported by growing demand for innovative solutions, widespread AI adoption, and the company’s ability to maintain a competitive edge for years to come.
BREAKING: FOMC minutes - many against December cut!
Daily Summary: Market attempts recovery, all hope in Nvidia
Constellation Energy and Three Mile Island — Nuclear Past and Future
US100 gains 1% before Nvidia earnings📈
The content of this report has been created by XTB S.A., with its registered office in Warsaw, at Prosta 67, 00-838 Warsaw, Poland, (KRS number 0000217580) and supervised by Polish Supervision Authority ( No. DDM-M-4021-57-1/2005). This material is a marketing communication within the meaning of Art. 24 (3) of Directive 2014/65/EU of the European Parliament and of the Council of 15 May 2014 on markets in financial instruments and amending Directive 2002/92/EC and Directive 2011/61/EU (MiFID II). Marketing communication is not an investment recommendation or information recommending or suggesting an investment strategy within the meaning of Regulation (EU) No 596/2014 of the European Parliament and of the Council of 16 April 2014 on market abuse (market abuse regulation) and repealing Directive 2003/6/EC of the European Parliament and of the Council and Commission Directives 2003/124/EC, 2003/125/EC and 2004/72/EC and Commission Delegated Regulation (EU) 2016/958 of 9 March 2016 supplementing Regulation (EU) No 596/2014 of the European Parliament and of the Council with regard to regulatory technical standards for the technical arrangements for objective presentation of investment recommendations or other information recommending or suggesting an investment strategy and for disclosure of particular interests or indications of conflicts of interest or any other advice, including in the area of investment advisory, within the meaning of the Trading in Financial Instruments Act of 29 July 2005 (i.e. Journal of Laws 2019, item 875, as amended). The marketing communication is prepared with the highest diligence, objectivity, presents the facts known to the author on the date of preparation and is devoid of any evaluation elements. The marketing communication is prepared without considering the client’s needs, his individual financial situation and does not present any investment strategy in any way. The marketing communication does not constitute an offer of sale, offering, subscription, invitation to purchase, advertisement or promotion of any financial instruments. XTB S.A. is not liable for any client’s actions or omissions, in particular for the acquisition or disposal of financial instruments, undertaken on the basis of the information contained in this marketing communication. In the event that the marketing communication contains any information about any results regarding the financial instruments indicated therein, these do not constitute any guarantee or forecast regarding the future results.
