Nvidia has released its financial results for the third quarter of fiscal year 2026, covering the period ending Oct. 26. The report highlights extraordinary revenue growth, strong profit margins, and continued momentum driven by accelerating global demand for AI compute.
In addition to its financial performance, Nvidia detailed major product announcements, industry partnerships, and technological milestones that reinforce its dominant position in the AI and accelerated computing markets.
Nvidia reported record quarterly revenue of $57.0 billion, representing a 22% increase from the previous quarter and 62% growth year over year. GAAP and non-GAAP gross margins came in at 73.4% and 73.6%, respectively, reflecting stability in profitability despite surging demand and increased operational complexity.
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Net income reached $31.9 billion, up 65% from the prior year, and diluted earnings per share were $1.30 under both GAAP and non-GAAP metrics.
Throughout the first nine months of fiscal 2026, Nvidia returned $37.0 billion to shareholders via stock buybacks and dividends, with $62.2 billion still available under its repurchase authorization. The company also confirmed a quarterly dividend of $0.01 per share payable on Dec. 26.
Data center
The data center division continues to be Nvidia’s powerhouse, delivering $51.2 billion in revenue—up 25% sequentially and 66% year over year. The company showcased numerous milestones surrounding its Blackwell architecture, which achieved top rankings in third-party benchmarks and introduced significant efficiency gains.
Nvidia outlined extensive partnerships with major cloud providers—including Google Cloud, Microsoft, Oracle, and xAI—as well as strategic engagements with OpenAI, Anthropic, Arm, Meta, and others. The company also revealed advancements in AI infrastructure globally, including initiatives in the U.S., UK, Germany, and South Korea, alongside developments in quantum computing, industrial AI, and next-generation supercomputers.
Gaming and AI PC
Gaming revenue totaled $4.3 billion, down 1% from the previous quarter but up 30% year over year. Nvidia highlighted major game launches with DLSS 4 integration and celebrated 25 years of GeForce. The company also released new RTX and AI-accelerated tools for developers and content creators.
Professional visualization
This segment generated $760 million, up 26% from the previous quarter and 56% year over year. Nvidia began shipping the DGX Spark, a compact supercomputer designed for AI development.
Automotive and robotics
Revenue reached $592 million, rising 32% year over year. Nvidia revealed new autonomous vehicle platforms, expanded mobility collaborations, and major initiatives in industrial robotics and digital twins through partnerships with leading automotive, robotics, and manufacturing companies.
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For Q4 FY2026, Nvidia expects revenue of $65 billion, gross margins near 75%, and continued growth driven by demand for AI infrastructure and next-generation computing technologies.
Nvidia’s Q3 FY2026 results underscore its critical role at the center of the global AI boom. With record-setting revenue, ambitious product roadmaps, and rapidly expanding international partnerships, the company is positioning itself as the undisputed leader in accelerated computing. The quarter reflects not just financial strength but also technological momentum that is likely to influence AI, data center infrastructure, and advanced computing for years to come.