Nvidia(US:NVDA) Sou Hu Cai Jing·2025-11-20 00:47Core Insights - NVIDIA's Q3 FY26 revenue reached a record $57 billion, representing a 62% increase year-over-year and a 22% increase quarter-over-quarter [1][2] - CEO Jensen Huang emphasized that the current AI landscape is fundamentally different from the internet bubble, asserting that AI is transforming existing workloads without signs of a bubble [1] - The company reported a net profit of $31.91 billion, with diluted earnings per share of $1.30, reflecting a 67% year-over-year growth, indicating strong profitability and operational efficiency [2] Revenue Breakdown - Data Center revenue for Q3 FY26 was $51.215 billion, up from $41.096 billion in Q2 FY26 [1] - Gaming revenue was $4.265 billion, slightly down from $4.287 billion in Q2 FY26 [1] - Professional Visualization revenue increased to $760 million from $601 million in Q2 FY26 [1] - Automotive revenue was $592 million, a slight increase from $586 million in Q2 FY26 [1] - OEM & Other revenue remained stable at $174 million compared to $173 million in Q2 FY26 [1] Order Backlog - NVIDIA currently holds $500 billion in undelivered chip orders, with deliveries scheduled through 2026, including the next-generation Rubin processor set to begin mass production next year [2]