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NVIDIA has posted stronger-than-expected Q3 earnings and revenue as demand for its AI platforms grew sharply. The company also projected an even stronger fourth quarter. These results strengthened wider market sentiment after a volatile session and pushed the stock higher.
NVIDIA delivered $57.01 billion in Q3 revenue, which moved past the $55.2 billion estimate. Earnings per share reached $1.30 and rose from $0.81 reported last year. These gains reflected rising adoption across major industries.
The data center division generated $51.2 billion. That figure moved above analyst expectations of $49.3 billion. The segment continued to grow as companies expanded AI infrastructure plans.
CEO Jensen Huang said demand for the firm’s AI computing platforms increased at record speed. He described Blackwell chip sales as “off the chart.” He also said cloud GPUs sold out across its partners.
CFO Colette Kress said the new Blackwell Ultra line became NVIDIA’s leading architecture this year. She said customers continue to buy earlier Blackwell products. She added that revenue from the China-specific H20 chip stayed “insignificant.”
NVIDIA’s stock gained more than 5% after the earnings release. This move also lifted several AI-linked firms. AMD, Micron, Amazon, Google, Meta, and Microsoft posted gains during the session. NVIDIA shares are now up over 34% this year, while AMD has gained 82%.
Arm Holdings rose 4% after investors reacted to renewed interest in AI-optimized chip designs. This reaction showed how one company’s results can move different parts of the semiconductor supply chain.
The results shaped broader market expectations for Q4. NVIDIA projected $65 billion in revenue for the period. That forecast suggests a $260 billion annualized run rate for 2025. This level places the firm among the world’s largest companies by value.
Bitcoin miners now face more financial pressure as they expand AI infrastructure capacity. VanEck’s Matthew Sigel said miners like IREN need debt to purchase GPUs. He added that rising loan costs track GPU demand and supply conditions. Falling Bitcoin prices and widening funding spreads create added strain.
NVIDIA also addressed concerns raised by investor Michael Burry. He said companies involved in AI growth reduced reported data center depreciation. Kress responded by pointing to longer operational life for NVIDIA accelerators. She said CUDA software updates extend their effectiveness.
She also noted that six-year-old A100 GPUs still operate in many facilities. Ongoing optimization keeps them useful in large-scale environments. This drew attention across financial markets as firms evaluated similar assets.
The company’s rapid growth brings one critical question into view: how long can this pace of global AI expansion continue?
AI adoption continues across private-sector industries. Central banks and regulators have not yet defined long-term responses. NVIDIA’s results show that investment demand remains strong and widespread.
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NVIDIA delivered strong Q3 results with rising revenue, higher earnings and fast growth across its data center business. Demand for Blackwell Ultra and AI chips continued to accelerate while major tech stocks gained momentum. These developments signal sustained interest in advanced AI infrastructure, pointing to deeper market engagement in the months ahead.
