Jensen Huang, NVIDIA founder and CEO, has a Q&A session at a press conference during the APEC CEO summit on October 31, 2025 in Gyeongju, South Korea.
Woohae Cho | Getty Images News | Getty Images
Nvidia reported fiscal third-quarter earnings on Wednesday that topped Wall Street expectations for sales and earnings and provided stronger-than-expected guidance for fourth-quarter sales.
Shares of the AI chipmaker rose more than 4% in extended trading.
Here’s how the company did, compared with estimates from analysts polled by LSEG:
- Earnings per share: $1.30 adjusted vs. $1.25 estimated
- Revenue: $57.01 billion vs. $54.92 billion estimated
Nvidia said it expects about $65 billion in sales in the current quarter, versus $1.43 in earnings per share on $61.66 billion of revenue expected by analysts.
The company had net income in the quarter of $1.30 per diluted share, or $31.91 billion. That was up 65% from $19.31 billion, or 78 cents per diluted share, in the year-ago period.
Nvidia has become the most valuable publicly traded company, mostly on insatiable demand for its AI chips, called GPUs. Nvidia counts Microsoft, Amazon, Google, Oracle, and Meta as customers. Its chips are used by all the leading tech companies to develop new artificial intelligence models.
Nvidia’s sales and outlook are closely watched by the technology industry as a sign for the health of the AI boom.
Nvidia CEO Jensen Huang said that sales for the company’s current-generation GPU, called Blackwell, are “off the charts.”
Nvidia’s most important business is data center sales. Nvidia said it had $51.2 billion in data center sales, easily surpassing analyst expectations for $49.09 billion in sales during the quarter, a 66% rise on a year-over-year basis.
Of that, $43 billion in revenue was for “compute,” or the company’s GPUs. Networking, or parts that allow scores of GPUs to work as one computer, accounted for $8.2 billion in data center sales.
Nvidia finance chief Colette Kress said in a statement that the company’s best-selling chip family is now Blackwell Ultra, the second-generation version of the company’s Blackwell chips.
Huang said in a statement that “cloud GPUs are sold out,” addressing investor concerns over the company’s rapidly growing sales going to a handful of cloud providers called hyperscalers which need to find end-users for the chips.
Before the AI boom, Nvidia was best-known for making chips for playing 3D video games. Nvidia said it had $4.3 billion in gaming revenue, up 30% from the year-ago period.
Another legacy line item for Nvidia is its professional visualization business, which reported $760 million in sales during the quarter, up 56% on a year-over-year basis. That included sales from a product called DGX Spark, which is Nvidia’s AI desktop computer that was announced earlier this year.
The company has also highlighted robotics as one of its most important growth areas. Third-quarter automotive and robotics sales totaled $592 million, up 32% on an annual basis.
Nvidia said it made $12.5 billion of share repurchases and paid $243 million in dividends during the quarter.
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WATCH: Nvidia posts Q3 beat, CEO Huang says Blackwell chip sales ‘off the charts’
