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Core Insights - Nvidia reported strong financial results for FY26Q3, with revenue of $57.006 billion, a year-over-year increase of 62% and a quarter-over-quarter increase of 22%, exceeding market expectations [1] - The company achieved a net profit of $31.910 billion, up 65% year-over-year and 21% quarter-over-quarter, also surpassing market forecasts [1] - Earnings per share (EPS) reached $1.30, reflecting a 67% increase year-over-year and a 20% increase quarter-over-quarter, exceeding the expected $1.26 [1] Financial Performance - FY26Q4 revenue is projected to be $65 billion, representing a 65% year-over-year increase and a 14% quarter-over-quarter increase, surpassing market expectations of $61.6 billion [3] - Gross margin for FY26Q3 was reported at 73.4%, exceeding the previous guidance of 72.4%, with guidance for FY26Q4 set at 74.8% [4] Business Segments - Data Center revenue reached $43.028 billion, a 56% year-over-year increase and a 57% quarter-over-quarter increase, exceeding expectations [3] - Gaming revenue for FY26Q3 was $4.265 billion, falling short of the expected $4.425 billion [3] - Automotive revenue was $0.592 billion, also below the expected $0.622 billion [3] Market Outlook - Nvidia's CEO emphasized that AI investments are not in a bubble, citing three major paradigm shifts in the information technology sector that will drive infrastructure growth in the coming years [5] - The company has established strong partnerships across its supply chain, ensuring effective planning and management of resources [5] - The global AI infrastructure market is projected to reach $3-4 trillion by 2030, indicating significant growth potential [3]