NVIDIA has published its financial report for the third quarter of fiscal year 2026, delivering one of the strongest results in the company’s history. Total revenue reached $57 billion, up 22% quarter-over-quarter and 62% year-over-year. Source:
Key Financial Highlights
-
Revenue:
$57.0 billion -
Gross margin:
73.4% (GAAP) / 73.6% (non-GAAP) -
Diluted EPS:
$1.30 -
Data Center revenue:
$51.2 billion (+25% QoQ; +66% YoY) -
Gaming & AI PC:
$4.3 billion (~30% YoY growth)
The sharpest growth came from the data center segment — from AI accelerators to advanced computational infrastructure. According to NVIDIA CEO Jensen Huang, demand for compute power in both training and inference is “accelerating exponentially,” putting immense pressure on the entire professional GPU lineup.
Independent media outlets also highlight NVIDIA’s record-breaking GPU sales and the explosive growth of AI-driven demand.
Impact on the Gaming PC Market
While NVIDIA’s strategic focus increasingly shifts toward AI and enterprise computing, the gaming segment remains stable and continues to grow. However, due to heavy production prioritization for AI accelerators, the gaming market may experience:
- reduced availability of gaming GPUs in retail;
- sustained high prices for high-end graphics cards;
- a shift toward premium-class components across OEMs and system integrators.
Outlook
For the next quarter, NVIDIA forecasts revenue of $65 billion ± 2%, underscoring the company’s confidence and the accelerating global demand for AI computing.
Brief Conclusions on behalf of HYPERPC
From HYPERPC, we note the following:
- The surge in AI-related GPU demand directly affects the availability and pricing of gaming graphics cards.
- There may continue to be limited availability of high-performance graphics processors, so it is advisable to plan purchases in advance.
- HYPERPC will continue integrating the newest and most reliable NVIDIA GPUs into our gaming and workstation builds as soon as they become available.
- We closely monitor the GPU market and ensure that our customers always have access to top-tier performance systems, regardless of industry fluctuations.
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