Emre Yumlu 
Nvidia released its third-quarter earnings report, surpassing market expectations in both revenue and earnings per share. Fueled by unprecedented demand for artificial intelligence hardware, the company once again delivered results that reinforced its dominant position in the tech sector. Following the announcement, Nvidia’s stock rose nearly 4% in after-hours trading.
Revenue and Profit Exceed Market Forecasts
Analysts had projected $54.8 billion in revenue, yet Nvidia closed the quarter with $57.01 billion. Earnings per share also came in stronger than expected at $1.30, beating the $1.25 estimate.
Nvidia’s forward guidance further boosted optimism. The company announced an expected $65 billion in revenue for the current quarter—well above the $61.66 billion forecast by analysts.
Net income showed an equally sharp rise. Nvidia reported $31.91 billion in profit for the quarter, up from $19.31 billion a year earlier, marking a substantial year-over-year increase of 65%.
Unrelenting Demand for AI GPUs
Nvidia’s meteoric rise to becoming the world’s most valuable publicly traded company is rooted in its dominance in AI chip production. Tech giants such as Microsoft, Amazon, Google, Meta, and Oracle rely heavily on Nvidia GPUs to build and train next-generation AI models.
CEO Jensen Huang highlighted that sales of the company’s latest Blackwell GPUs were performing “far above expectations.” The data center division remained Nvidia’s growth engine, generating $51.2 billion in revenue. Of this, $43 billion came from compute-focused GPUs, while $8.2 billion was attributed to networking components that allow large GPU clusters to operate together. Data center revenue rose 66% compared with the same quarter last year.
CFO Colette Kress added that the Blackwell Ultra series has quickly become the company’s most in-demand product line. She also noted that demand from cloud service providers was so high that “cloud GPUs are effectively sold out.”
Growth in Gaming, Visualization and Robotics
Beyond AI infrastructure, Nvidia continued to expand across its traditional segments. The gaming division posted $4.3 billion in revenue, growing 30% year-over-year. The professional visualization segment rose 56% to $760 million, boosted in part by Nvidia’s DGX Spark AI desktop system.
Robotics remains a major long-term focus for the company. Automotive and robotics revenue climbed 32% from last year, reaching $592 million in the third quarter.
Nvidia’s Strong Report Lifts Bitcoin (BTC)
Nvidia’s earnings momentum had a noticeable spillover effect on the crypto market. As investor risk appetite increased following the upbeat results, Bitcoin climbed back above the $90,000 level. Analysts believe that strong AI-driven growth in the tech sector continues to support broader interest in digital assets.
This price reaction also highlights Bitcoin’s renewed short-term correlation with technology equities. Market participants now closely watch both macroeconomic developments and major tech earnings as potential drivers of Bitcoin’s next moves.
You can freely share your thoughts and comments about the topic in the comment section. Additionally, please don’ t forget to follow us on our Telegram, YouTube and Twitter channels for the latest news.