NVIDIA revenue hits USD 57B as it powers 5M GPUs in AI factories
NVIDIA posted $57 billion in revenue this quarter, a figure that dwarfs most chipmakers and signals that its silicon is at the heart of today’s AI push. The earnings surge came as the company counted more than five million GPUs deployed across what it calls “AI factories”—a mix of cloud platforms, national projects, corporate data centers and research supercomputers. While the numbers look impressive, investors are asking whether the hardware spend translates into lasting demand or merely reflects a short‑term rush.
Analysts note that the breadth of installations hints at diversification beyond the usual hyperscale customers, but they also warn that scaling up such massive infrastructure carries its own risks. With the market watching how these deployments perform, NVIDIA’s next move could clarify whether the current growth is sustainable or a fleeting spike.
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NVIDIA said it is now involved in AI factory projects totalling five million GPUs, spanning cloud providers, sovereign initiatives, enterprises and supercomputing centres. The company highlighted several large‑scale deployments, including xAI's Colossus 2, a gigawatt‑scale data centre.
More Customers NVIDIA said it is now involved in AI factory projects totalling five million GPUs, spanning cloud providers, sovereign initiatives, enterprises and supercomputing centres. The company highlighted several large-scale deployments, including xAI's Colossus 2, a gigawatt-scale data centre, an expanded collaboration with AWS and Humane, which plan to deploy up to 1,50,000 NVIDIA AI accelerators. A new strategic agreement with Anthropic, which is adopting NVIDIA's architecture for the first time and has committed up to one gigawatt of compute for its future systems. "We run every AI model--OpenAI, Anthropic, xAI, Gemini, science models, biology models, robotics models," Huang said.
What does a $57 billion top line say about NVIDIA’s current position? It signals that the company’s accelerated‑computing and AI infrastructure offerings are still resonating with customers, as evidenced by a 22 % sequential rise and a 62 % year‑over‑year jump. Data‑centre revenue alone hit $51.2 billion, up 66 % from the prior year, underscoring the weight of large‑scale deployments.
Yet, CEO Jensen Huang’s claim that Blackwell sales are “off the charts” and that cloud GPUs are sold out raises questions about supply constraints. The firm now counts five million GPUs across AI‑factory projects that span cloud providers, sovereign initiatives, enterprises and supercomputing centres, and it spotlights installations such as xAI’s Colossus 2 gigawatt‑scale data centre. While these figures illustrate robust demand, it is unclear whether the current supply bottlenecks could temper growth or shift buying patterns.
Moreover, the long‑term impact of concentrating so many GPUs in a handful of massive projects remains uncertain, leaving analysts to watch how NVIDIA balances capacity with the accelerating compute appetite.
Further Reading
- NVIDIA Reports Record Q3 Revenue of $57.0 Billion, Driven by Strong Data Center Performance - Quiver Quantitative
- NVIDIA Announces Financial Results for Third Quarter Fiscal 2026 - Investing News
- Nvidia Smashes Q3 Earnings With $57B Revenue, Stock Pops 3% - Bitcoinsensus
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Common Questions Answered
What total revenue did NVIDIA report this quarter and how does it compare to other chipmakers?
NVIDIA reported $57 billion in revenue for the quarter, a figure that dwarfs most other chipmakers. This massive top line underscores the company's dominant position in the AI hardware market.
How many GPUs does NVIDIA say are deployed in its so‑called “AI factories” and what types of projects do they include?
NVIDIA counts more than five million GPUs across its AI factories, which span cloud platforms, sovereign initiatives, enterprise data centers, and research supercomputers. Notable deployments include xAI's Colossus 2 gigawatt‑scale data centre and collaborations with AWS, Humane, and Anthropic.
What is the significance of NVIDIA’s data‑centre revenue reaching $51.2 billion?
Data‑centre revenue hit $51.2 billion, up 66 % year‑over‑year, highlighting the impact of large‑scale AI deployments. This growth shows that customers are heavily investing in NVIDIA’s accelerated‑computing infrastructure.
What did CEO Jensen Huang claim about Blackwell GPU sales and cloud GPU availability?
Jensen Huang stated that Blackwell GPU sales are "off the charts" and that cloud GPUs are sold out, indicating extraordinary demand. The comment reflects the intense market pressure to secure NVIDIA’s latest AI accelerators.
Which partnership involves deploying up to 150,000 NVIDIA AI accelerators and why is it notable?
NVIDIA’s expanded collaboration with AWS and Humane plans to deploy up to 150,000 AI accelerators, marking one of the largest joint deployments announced. This partnership demonstrates the scale at which cloud providers are integrating NVIDIA hardware into their AI services.