Jensen Huang, NVIDIA founder and CEO, has a Q&A session at a press convention through the APEC CEO summit on October 31, 2025 in Gyeongju, South Korea.
Woohae Cho | Getty Photos Information | Getty Photos
Nvidia reported fiscal third-quarter earnings and income that topped Wall Avenue expectations on Wednesday and offered stronger-than-expected gross sales steering for the fourth quarter.
Shares of the AI chipmaker rose greater than 4% in prolonged buying and selling.
Here is how the corporate did, in contrast with estimates from analysts polled by LSEG:
- Earnings per share: $1.30 adjusted vs. $1.25 estimated
- Income: $57.01 billion vs. $54.92 billion estimated
Nvidia mentioned it expects about $65 billion in gross sales within the present quarter, versus $61.66 billion anticipated by analysts.
The corporate mentioned web revenue within the quarter rose 65% to $31.91 billion, or $1.30 per share, from $19.31 billion, or 78 cents per share, within the year-ago interval.
Nvidia has grow to be probably the most worthwhile publicly traded firm, totally on insatiable demand for its AI chips, known as GPUs. Nvidia counts Microsoft, Amazon, Google, Oracle, and Meta as clients. Its chips are utilized by all of the main tech corporations to develop new synthetic intelligence fashions.
Nvidia’s gross sales and outlook are intently watched by the know-how business as an indication for the well being of the AI growth.
“There’s been loads of speak about an AI bubble,” Nvidia CEO Jensen Huang advised traders on an earnings name. “From our vantage level, we see one thing very completely different.”
Nvidia’s most necessary enterprise is knowledge middle gross sales. Nvidia mentioned it had $51.2 billion in knowledge middle gross sales, simply surpassing analyst expectations for $49.09 billion in gross sales through the quarter, a 66% rise on a year-over-year foundation.
Of that, $43 billion in income was for “compute,” or the corporate’s GPUs. The corporate mentioned that a lot of the expansion was pushed by preliminary gross sales of the corporate’s GB300 chips. Networking, or elements that permit scores of GPUs to work as one pc, accounted for $8.2 billion in knowledge middle gross sales.
Nvidia finance chief Colette Kress mentioned in a press release that the corporate’s best-selling chip household is now Blackwell Extremely, the second-generation model of the corporate’s Blackwell chips.
Nvidia’s report comes a number of weeks after the corporate’s megacap friends, and main clients, issued their quarterly outcomes. Microsoft, Meta, Amazon and Alphabet all lifted their forecasts for capital expenditures because of their AI buildouts, and now collectively anticipate to spend greater than $380 billion this yr.
Huang mentioned in a press release that “cloud GPUs are offered out,” addressing investor issues over the corporate’s quickly rising gross sales going to a handful of cloud suppliers known as hyperscalers which want to seek out end-users for the chips.
Huang in October mentioned that the corporate has $500 billion in orders, for 2025 and 2026 mixed, for its AI chips.
“The quantity will develop,” Kress mentioned on an earnings name with analysts.
Earlier than the AI growth, Nvidia was best-known for making chips for taking part in 3D video video games. Nvidia mentioned it had $4.3 billion in gaming income, up 30% from the year-ago interval.
One other legacy line merchandise for Nvidia is its skilled visualization enterprise, which reported $760 million in gross sales through the quarter, up 56% on a year-over-year foundation. That included gross sales from a product known as DGX Spark, which is Nvidia’s AI desktop pc that was introduced earlier this yr.
The corporate has additionally highlighted robotics as one in every of its most necessary progress areas. Third-quarter automotive and robotics gross sales totaled $592 million, up 32% on an annual foundation.
Nvidia mentioned that it was “upset” that it can not ship current-generation Blackwell chips to China. Though the corporate acquired export licenses for the H20 chip, Kress mentioned that it solely had $50 million of gross sales through the quarter.
“Sizable buy orders by no means materialized within the quarter because of geopolitical points and the more and more aggressive market in China,” Kress mentioned.
Nvidia mentioned it made $12.5 billion of share repurchases and paid $243 million in dividends through the quarter.
WATCH: Nvidia posts Q3 beat, CEO Huang says Blackwell chip gross sales ‘off the charts’
