Nvidia says its AI GPUs are sold out, grows data center by $10B in a single quarter

Nvidia says its AI GPUs are sold out, grows data center by $10B in a single quarter

Nvidia just sold more AI chips than it’s ever sold before, blowing past its estimates in its Q3 2026 earnings. Not only did it pull in a record $57 billion in revenue – and roughly $4,000 of pure profit per second – it grew its data center business by $10 billion in a single quarter alone. It reported a record $51.2 billion from that data center business, a 66 percent increase over last year.
A lot of eyes are on Nvidia’s data center revenue right now as a bellwether for the “AI bubble” as a whole. Nvidia doesn’t seem to expect its data center growth to slow down despite fears of that bubble popping – its Q4 outlook is a whopping $65 billi …

