On Wednesday, Nvidia Corp (NASDAQ:NVDA) CEO Jensen Huang pushed back on growing concerns that the world is heading toward an AI bubble, arguing that today's massive investments are rooted in a historic shift in how computing itself works. Huang Breaks Down Why AI Demand Isn't Hype Speaking at the U.S.-Saudi Investment Forum in Washington, D.C., alongside Tesla Inc. (NASDAQ:TSLA) and SpaceX CEO Elon Musk, Huang was asked the question everyone has been whispering: Are we in an AI bubble? Huang didn't hesit ...

Core Insights - NVIDIA Corporation (NVDA) shares increased nearly 6% after reporting better-than-expected third-quarter fiscal 2026 results, with non-GAAP earnings of $1.30 per share surpassing estimates by 4.84% and showing a 60% year-over-year increase [1][2] Financial Performance - Third-quarter revenues climbed 62% year over year and 22% sequentially to $57.01 billion, exceeding the consensus mark by 4.14% [2] - Non-GAAP gross margin was 73.6%, reflecting a decline of 140 basis points year over year but an improvement of 90 basis points sequentially [11] - Non-GAAP operating income rose 62% year over year and 25% sequentially to $37.75 billion, with a non-GAAP operating margin of 66.2% [13] Segment Performance - The Graphics segment accounted for 10.7% of revenues, rising 51% year over year to $6.1 billion, surpassing the consensus estimate of $5.65 billion [4] - Compute & Networking represented 89.3% of revenues, with revenues soaring 64% year over year to $50.91 billion, exceeding the consensus mark of $48.59 billion [5] - Data Center revenues, which make up 89.8% of total revenues, increased 66% year over year to $51.22 billion, driven by higher shipments of Blackwell GPU computing platforms [6] Market Insights - Gaming revenues increased 30% year over year to $4.27 billion, although they declined 1% sequentially due to normalized inventory levels [7][8] - Professional Visualization revenues rose 56% year over year to $760 million, driven by new product launches [8] - Automotive sales totaled $592 million, up 32% year over year, reflecting continued adoption of self-driving platforms [9] Cash Flow and Shareholder Returns - NVIDIA generated $23.75 billion in operating cash flow during the third quarter and $22.09 billion in free cash flow [15] - The company returned $243 million to shareholders through dividends and repurchased $12.46 billion in stocks during the quarter [16] Future Guidance - For the fourth quarter of fiscal 2026, NVIDIA anticipates revenues of $65 billion, higher than the Zacks Consensus Estimate of $60.3 billion, with a projected non-GAAP gross margin of 75% [17]

Core Insights - Hoth Therapeutics, Inc. has been accepted into the NVIDIA Connect Program, enhancing its capabilities in AI-powered research and development [1][2][4] Group 1: NVIDIA Connect Program Benefits - The acceptance into the NVIDIA Connect Program provides Hoth Therapeutics with access to accelerated computing resources, technical guidance, and marketing support [2][4] - This partnership is expected to streamline Hoth's R&D strategy, reducing computational bottlenecks and enhancing predictive modeling [3][4] Group 2: Strategic Implications - The collaboration with NVIDIA is anticipated to improve the speed and efficiency of Hoth's drug-development programs, particularly in preclinical and clinical decision-making [4][7] - Hoth will utilize NVIDIA's GPU-accelerated developer tools to enhance computational biology workflows, including target identification and protein-structure modeling [7] Group 3: Company Overview - Hoth Therapeutics is a clinical-stage biopharmaceutical company focused on developing innovative treatments aimed at improving patient quality of life [5] - The company employs a patient-centric approach, collaborating with scientists and clinicians to explore therapeutics with significant potential [5]

When you're growing at the rate that we are and the scale that we are, how could anything be easy. What NVIDIA is doing has never been done before. And we've created a whole new industry.On the one hand, we are transitioning computing from general purpose and classical or traditional computing to accelerated computing and AI. On the other hand, we've created a whole new industry called AI factories. the idea that in order for software to run, you need these factories to generate every single token instead o ...

NVIDIA (NasdaqGS:NVDA) Q3 2026 Earnings Call November 19, 2025 05:00 PM ET Company ParticipantsBen Reitzes - Managing Director and Head of Technology ResearchToshiya Hari - VP of Investor RelationsJensen Huang - President and CEOCJ Muse - Senior Managing DirectorColette Kress - EVP and CFOConference Call ParticipantsTimothy Arcuri - Wall Street AnalystJim Schneider - Senior Equity AnalystVivek Arya - Managing Director and Senior AnalystJoseph Moore - Semiconductor Industry AnalystStacy Rasgon - Senior Analy ...

NVIDIA (NasdaqGS:NVDA) Q3 2026 Earnings Call November 19, 2025 05:00 PM ET Speaker0Good afternoon. My name is Sarah, and I will be your conference operator today. At this time, I would like to welcome everyone to NVIDIA's third quarter earnings call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question-and-answer session. If you would like to ask a question during this time, simply press star, followed by the number one on your telephone k ...

Certain matters in this presentation including, but not limited to, statements as to: expectations with respect to growth, performance and benefits of NVIDIA's products, services, and technologies, including Blackwell, and related trends and drivers; expectations with respect to supply and demand for NVIDIA's products, services, and technologies, including Blackwell, and related matters including inventory, production and distribution; our financial position; projected market growth and trends, market oppor ...

underneath what everybody sees as AI today. There's a whole movement of computing from general purpose computing to accelerated computing. We've been pushing this now for some over 20 years.There are three things that's happening. We all know that Moors laws run its course. The amount of demand for computing is really challenging.One of the most intensive computation things that the world does in cloud is data processing. Several hundred billion dollars of computation is done on just raw data processing. Ha ...

There's a beautiful story about how Saudi Arabia is building AI refineries and now building oil refineries to AI factories. I love that. You know, I've said that AI is an infrastructure, and the reason for that, of course, we understand AI from the perspective of the technology and how it's revolutionizing every industry. Digital intelligence, of course, has applications into every field. And so it's going to be used by every company, every industry, every country. In that way, it's foundational, and theref ...

We're joining me now for a preview of Nvidia set to report its highly anticipated results after the close. We've got Melissa Otto, head of Visible Alpha Research at S&P Global Market Intelligence. Uh it's good to see you, Melissa.And I know you were back from recent travel. So, welcome back. I believe uh you were traveling recently.So, let's talk about the expectations, consensus expectations going into this uh street looking for a buck 24 per share for Nvidia. Revenue is expected to top 54.6% billion. What ...