Jensen Huang, NVIDIA founder and CEO, has a Q&A session at a press convention in the course of the APEC CEO summit on October 31, 2025 in Gyeongju, South Korea.
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Nvidia reported fiscal third-quarter earnings and income that topped Wall Road expectations on Wednesday and supplied stronger-than-expected gross sales steerage for the fourth quarter.
Shares of the AI chipmaker rose greater than 4% in prolonged buying and selling.
This 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 stated it expects about $65 billion in gross sales within the present quarter, versus $61.66 billion anticipated by analysts.
The corporate stated internet 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 develop into essentially the most useful publicly traded firm, totally on insatiable demand for its AI chips, referred to as GPUs. Nvidia counts Microsoft, Amazon, Google, Oracle, and Meta as prospects. 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.
Nvidia CEO Jensen Huang stated that gross sales for the corporate’s current-generation GPU, referred to as Blackwell, are “off the charts.”
Nvidia’s most necessary enterprise is information middle gross sales. Nvidia stated it had $51.2 billion in information middle gross sales, simply surpassing analyst expectations for $49.09 billion in gross sales in the course of 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 stated that a lot of the expansion was pushed by preliminary gross sales of the corporate’s GB300 chips. Networking, or elements that enable scores of GPUs to work as one laptop, accounted for $8.2 billion in information middle gross sales.
Nvidia finance chief Colette Kress stated in an announcement 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 couple of weeks after the corporate’s megacap friends, and main prospects, issued their quarterly outcomes. Microsoft, Meta, Amazon and Alphabet all lifted their forecasts for capital expenditures resulting from their AI buildouts, and now collectively count on to spend greater than $380 billion this yr.
Huang stated in an announcement that “cloud GPUs are bought out,” addressing investor issues over the corporate’s quickly rising gross sales going to a handful of cloud suppliers referred to as hyperscalers which want to search out end-users for the chips.
Huang in October stated that the corporate has $500 billion in orders, for 2025 and 2026 mixed, for its AI chips.
“We imagine Nvidia would be the superior selection for the $3 to $4 trillion in annual AI infrastructure construct,” Kress stated on an earnings name with analysts.
Earlier than the AI growth, Nvidia was best-known for making chips for enjoying 3D video video games. Nvidia stated 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 in the course of the quarter, up 56% on a year-over-year foundation. That included gross sales from a product referred to as DGX Spark, which is Nvidia’s AI desktop laptop that was introduced earlier this yr.
The corporate has additionally highlighted robotics as considered one of its most necessary development areas. Third-quarter automotive and robotics gross sales totaled $592 million, up 32% on an annual foundation.
Nvidia stated it made $12.5 billion of share repurchases and paid $243 million in dividends in the course of the quarter.
That is breaking information. Please verify again for updates.
WATCH: Nvidia posts Q3 beat, CEO Huang says Blackwell chip gross sales ‘off the charts’
