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Source document· November 19, 2025

NVIDIA Announces Financial Results for Third Quarter Fiscal 2026

View original at globenewswire.com
NVIDIA Announces Financial Results for Third Quarter Fiscal 2026 Record revenue of $57.0 billion, up 22% from Q2 and up 62% from a year agoRecord Data Center revenue of $51.2 billion, up 25% from Q2 and up 66% from a year ago SANTA CLARA, Calif., Nov…
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  • Blackwell sales are off the charts, and cloud GPUs are sold out

    80% confidence

  • We've entered the virtuous cycle of AI

    80% confidence

  • AI is going everywhere, doing everything, all at once

    80% confidence

  • Compute demand keeps accelerating and compounding across training and inference — each growing exponentially

    80% confidence

  • The AI ecosystem is scaling fast — with more new foundation model makers, more AI startups, across more industries, and in more countries

    80% confidence

  • Q4 FY2026 revenue is expected to be $65.0 billion, plus or minus 2%

    80% confidence

  • Q4 FY2026 GAAP and non-GAAP gross margins are expected to be 74.8% and 75.0%, respectively, plus or minus 50 basis points

    80% confidence
What we know · the intelligence behind this page
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What we're seeing
Enterprise AI Agents Scale Up Through Partnerships and Funding, But Data Readiness Lags Ambition
A wave of vertical AI-agent startups (Swarm, Veridox, Avallon AI, DA2, F2, Earthian, Meanwhile, Covecta, Penguin AI, Maisa AI) is being funded and profiled just as major infrastructure players — Microsoft/Mistral, Siemens/NVIDIA, and Manulife/Microsoft — cement enterprise AI governance and compute partnerships. Yet a Google Cloud report shows AI agents still lack access to the majority of company data (only 45% on average), and insider selling at incumbent C3.ai signals investor caution even as adoption intent (100% planned agentic AI use within two years) races ahead of actual data infrastructure.
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EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
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Where sources disagree
Berkshire Hathaway
Both facts report Berkshire Hathaway's cash position on 2026-01-01 with identical observation timestamps, but claim vastly different values: 380 billion USD vs 400 USD. These cannot both be true for the same entity at the same point in time. The magnitude of the discrepancy (a factor of ~10^9) rules out rounding, unit conversion, or methodological differences.
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NVIDIA Announces Financial Results for Third Quarter Fiscal 2026 — Source | Via News | ViaNews EU