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Nvidia just sold more AI chips than it has ever sold before, beating its third-quarter 2026 earnings estimates. Not only did it generate a record $57 billion in revenue — and about $4,000 in net profit per second — it grew its data center business by $10 billion in just one quarter. It reported a record $51.2 billion from data center business, an increase of 66 percent from last year.
Lots of All eyes are on Nvidia’s data center revenue Now it pioneers the “AI bubble” as a whole. Nvidia doesn’t appear to expect its data center growth to slow despite fears of a popping bubble — its Q4 forecast is $65 billion, which would require it to increase its quarterly revenue by another $8 billion in just three months.
Nvidia says CEO Jensen Huang The company sells every AI server chip it can manufacture: “Blackwell sales are off the charts, and cloud GPUs are sold out.” Nvidia adds that The Blackwell Ultra chip drives the bulk of that: “Blackwell Ultra is now our leading architecture across all customer categories, while our previous Blackwell architecture has seen continued strong demand.”
Additionally, gaming revenue was up 30 percent year over year, which is a good sign for Nvidia’s Blackwell gaming chips, which have gotten off to a bit of a rocky start with some companies. Mixed reviews for RTX 50 series GPUs Earlier this year.
We’re listening to the Nvidia investor call now and will update you if there are additional notable details we hear.