Cloud Capacity Is Sold Out. What That Means for Blackwell Could Change Everything

Quick Read NVIDIA (NVDA) guided $65B for Q4 revenue. Blackwell GPU cloud is completely sold out. NVIDIA data center revenue hit $51.2B in Q3. The segment drove 89.8% of total revenue. Networking revenue surged 162% year over year within the data center business. The analyst who called NVIDIA in 2010 just named his top 10 AI stocks. Get them here FREE. NVIDIA (NASDAQ:NVDA) guided for $65 billion in Q4 FY2026 revenue, plus or minus 2%, alongside its Q3 results in November 2025. That implies a rang ...