NVIDIA Announces Financial Results for Third Quarter Fiscal 2026
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NVIDIA Announces Financial Results for Third Quarter Fiscal 2026.
NVIDIA (NASDAQ: NVDA) yesterday reported record revenue for the third quarter ended October 26, 2025, of $57.0 billion, up 22% from the previous quarter and up 62% from a year ago.
For the quarter, GAAP and non-GAAP gross margins were 73.4% and 73.6%, respectively.
For the quarter, GAAP and non-GAAP earnings per diluted share were both $1.30.
Microsoft, NVIDIA and Anthropic Announce Strategic Partnerships.
This week, NVIDIA announced new strategic partnerships with Anthropic and Microsoft to scale Anthropic’s rapidly-growing Claude AI model on Microsoft Azure, powered by NVIDIA.
For the first time, NVIDIA and Anthropic are establishing a deep technology partnership to support Anthropic’s future growth – collaborating across design and engineering, to optimize Anthropic models for the best possible performance, efficiency, and TCO.
Anthropic cofounder and CEO Dario Amodei , Microsoft Chairman and CEO Satya Nadella , and NVIDIA founder and CEO Jensen Huang gathered to discuss the latest news:
Accelerated Computing, Networking Drive Supercomputing in Age of AI.
At SC25, NVIDIA unveiled advances across NVIDIA BlueField DPUs, next-generation networking, quantum computing, national research, AI physics and more — as accelerated systems drive the next chapter in AI supercomputing.
Ian Buck , vice president and general manager of accelerated computing at NVIDIA, delivered a special address at SC25.
NVIDIA also highlighted storage innovations powered by the NVIDIA BlueField-4 data processing unit, part of the full-stack BlueField platform that accelerates gigascale AI infrastructure.
More details also came on NVIDIA Quantum-X Photonics InfiniBand CPO networking switches — enabling AI factories to drastically reduce energy consumption and operational costs — including that TACC, Lambda and CoreWeave plan to integrate them.
And NVIDIA founder and CEO Jensen Huang made a surprise appearance at the St. Louis event, making a few remarks about NVIDIA’s supercomputing news to the crowd at SC25.
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In The News
After reporting Q3 FY26 earnings, NVIDIA CEO Jensen Huang joined Bloomberg’s Edward Ludlow to talk Blackwell, Vera Rubin, global demand, and what it takes to scale AI at world-record speed.
Jensen continued the conversation on Fox Business News with Liz Claman , spotlighting our supply-chain scale, Rubin progress, and the policy landscape shaping global AI growth.
NVIDIA is proud to power Saudi Arabia’s AI future with HUMAIN , driving the buildout of next-generation AI factories. Together with NVIDIA accelerated computing, HUMAIN Chat trained on NVIDIA Nemotron, and Omniverse for physical AI, we are accelerating sovereign AI innovation, fueling breakthroughs in healthcare, energy, smart cities, and beyond.
By enabling NVIDIA’s most advanced GPU systems to power new sovereign AI data centers in the UAE and operated by G42 , the Administration is helping U.S. technology fuel a new generation of global AI factories. NVIDIA is honored to support a close strategic partner in building this new industrial engine.
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- 🏛️Making an Impact: AI for Public Policy
Massive quarter — the pace of innovation and execution at NVIDIA is on another level. Congrats to the team.
What an incredible quarter. The record revenue and the momentum across accelerated computing, networking, and emerging fields like quantum show just how central NVIDIA has become to the future of AI infrastructure. The new partnerships with Microsoft and Anthropic only reinforce that leadership. Exciting to see the pace of innovation continue to scale.
$57 billion in quarterly revenue is a remarkable milestone, demonstrating the company's strong market performance.
From record breaking third quarter results to new collaborations and innovations with the SC25, NVIDIA continues to drive the industry forward.