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Source document· November 19, 2025

NVIDIA Announces Financial Results for Third Quarter Fiscal 2026

View original at globenewswire.com
NVIDIA Announces Financial Results for Third Quarter Fiscal 2026 Record revenue of $57.0 billion, up 22% from Q2 and up 62% from a year agoRecord Data Center revenue of $51.2 billion, up 25% from Q2 and up 66% from a year ago SANTA CLARA, Calif., Nov…
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What we drew from this source

The claims Via News extracted from this document. We point to the source; we don't replace it.

  • The AI ecosystem is scaling fast — with more new foundation model makers, more AI startups, across more industries, and in more countries

    80% confidence

  • Blackwell sales are off the charts, and cloud GPUs are sold out

    80% confidence

  • Q4 FY2026 revenue is expected to be $65.0 billion, plus or minus 2%

    80% confidence

  • Compute demand keeps accelerating and compounding across training and inference — each growing exponentially

    80% confidence

  • Q4 FY2026 GAAP and non-GAAP gross margins are expected to be 74.8% and 75.0%, respectively, plus or minus 50 basis points

    80% confidence

  • We've entered the virtuous cycle of AI

    80% confidence

  • AI is going everywhere, doing everything, all at once

    80% confidence
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
AI Chip Boom Lifts Semiconductors as Export-Control Gaps Persist
AI infrastructure demand is fueling a broad semiconductor rally — Broadcom's AI chip revenue and Q4 guidance, Amazon's custom silicon crossing a $25B annual run rate, and bullish analyst calls on Micron and Sandisk tied to a memory chip boom underestimated even by bulls — with ASML rallying on sympathy. That momentum runs alongside unresolved US-China tech tensions: Belgium's arrest of a suspect for stealing chip technology for China and a blacklisted Chinese firm still acquiring Nvidia's top AI chips show export-control enforcement lagging the pace of AI chip demand.
Our read on the data ›
Signals we're tracking
EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
Patterns we're watching ›
Where sources disagree
ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
We flag conflicts openly ›
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