Executive Summary

NVIDIA delivered another record-breaking quarter in Q3 FY26, with revenue of $57.01 billion exceeding analyst expectations of $55.19 billion. The results underscore the company's dominant position in AI infrastructure, with CEO Jensen Huang describing Blackwell demand as "off the charts." [YouTube]

Financial analysts on Twitter echoed this enthusiasm, with multiple accounts calling it "another defining moment for the global AI cycle." [Twitter]

Key Findings

Revenue Beat: $57.01B actual vs $55.19B expected (+3.3% beat) [YouTube, Twitter]

EPS Beat: $1.30 actual vs $1.25 expected [Twitter - @financialjuice]

Growth Metrics: 62% YoY revenue growth, 22% QoQ growth [Twitter - @LongYield]

Forward Guidance: Q4 revenue guided to ~$65B, well above street expectations [Twitter - @REXShares]

Capital Efficiency: ROIC of 99% vs WACC of 15% [Twitter - @TheValueist]

Consensus Points

Both the earnings call and analyst Twitter agree on:

1. AI infrastructure demand remains extremely strong 2. Blackwell product cycle is exceeding expectations 3. NVIDIA continues to "run its own race" in the AI chip market 4. Guidance suggests continued momentum into Q4

Sentiment Analysis

YouTube (Earnings Call): Confident, forward-looking, emphasizing execution

Twitter (Analysts): Overwhelmingly bullish, with focus on beat-and-raise metrics

Overall: Strongly Positive

Conclusion

NVIDIA's Q3 FY26 results reinforce its position as the primary beneficiary of AI infrastructure buildout. The combination of record results, strong guidance, and analyst enthusiasm suggests continued momentum, though valuation remains a discussion point at current levels.