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

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.