Nvidia Corporation reported a strong set of GAAP (Generally Accepted Accounting Principles) financial results for the third quarter ended October 26, 2025 (Q3FY26), with revenue rising to a record $57 billion, up 62% year-on-year (YoY) and 22% quarter-on-quarter (QoQ).
Moreover, GAAP gross margin stood at 73.4%, slipping slightly from 74.6% a year earlier yet edging up from 72.4% in Q2. Operating expenses increased to $5.839 billion, a 36% rise from last year, while operating income climbed 65% YoY to $36.01 billion. Consequently, profit reached $31.91 billion, also rising 65% YoY.
Turning to business segments, the Data Centre division once again powered the quarter under review. Revenue surged to $51.2 billion, up 66% from a year earlier and 25% QoQ. Furthermore, Nvidia highlighted continued demand across hyperscalers, AI infrastructure builders and enterprise customers, reinforcing the segment’s central role in the firm’s momentum.
Meanwhile, Gaming and AI PC revenue rose to $4.3 billion, marking a 30% annual increase, although it slipped 1% when compared to the previous quarter. Elsewhere, the Professional Visualisation segment posted $760 million, up 56% YoY and 26% QoQ, reflecting sustained adoption of high-performance workstations and AI development systems.
Meanwhile, the Automotive and Robotics segment contributed $592 million, a 32% annual rise but only a 1% QoQ improvement.
Expanding AI Infrastructure Pipeline And Strategic Deals
In the earnings call, Nvidia linked its rapidly expanding revenue pipeline to a set of deep technical partnerships that now anchor the company’s long-term position across AI infrastructure. Chief Financial Officer (CFO) Colette Kress told analysts that the company has “visibility to a $0.5 trillion in Blackwell and Rubin revenue” from early 2025 through the end of 2026, underscoring the sheer scale of demand for graphics processing units (GPUs).
Additionally, she noted that Nvidia shipped $50 billion of these in the latest quarter alone and expects the total to rise. “The number will grow”, she said, pointing to new commitments such as Saudi Arabia’s agreement for “400,000 to 600,000 more GPUs over three years” and fast-growing orders from Anthropic.
Chief Executive Officer (CEO) Jensen Huang described these alliances as core to the company’s strategy to keep its Compute Unified Device Architecture (CUDA) at the centre of global AI development. All of the company’s investments are “associated with expanding the reach of CUDA”, he said, stressing that maintaining Nvidia as the default platform for frontier models is essential for long-term demand.
For context, Nvidia is working with OpenAI to build and deploy “at least 10 gigawatts (GW) of AI data centres”, while also exploring investment in the company to support a deeper co-development relationship. “Everything that OpenAI does runs on Nvidia today,” Huang said.
Anthropic,…
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