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Nvidia says some AI GPUs are ‘sold out,’ grows data center business by $10B in just three months

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Nvidia just sold more AI chips than it's ever sold before, blowing past its own estimates in today's 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 $ …

Read the full story at The Verge.




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