Nvidia’s AI-Driven Surge Defies Market Expectations

Nvidia’s latest quarterly report, released on November 19, has effectively silenced near-term speculation about an AI bubble. The chipmaker’s performance electrified markets, with shares advancing more than 5% as the company shattered all projections. The figures reveal an organization operating at unprecedented scale, though questions remain about the sustainability of this explosive growth trajectory.

The third quarter of fiscal year 2026 established new benchmarks for Nvidia, with revenue reaching $57.0 billion—a 62% year-over-year increase. The standout performer was unquestionably the data center division, where sales climbed to $51.2 billion, representing 66% growth compared to the same period last year.

CEO Jensen Huang characterized the situation succinctly: “Blackwell sales are off the Read more...