Nvidia Corp. — 10-Q

Critical (9/10)

Filed November 1, 20260001045810-26-000118

Summary

NVIDIA filed its 10-Q for Q3 FY2027 reporting data center revenue of $22.1 billion, up 85% year-over-year. Total revenue reached $35.1B, crushing estimates of $33.2B. The Blackwell GPU architecture drove record demand from hyperscaler customers. Gaming revenue grew 15% to $3.5B. Gross margin held steady at 75.2%. The company announced a $50B stock buyback authorization. Management noted supply constraints on Blackwell GPUs extending into mid-2027.

Key Facts

Data center revenue $22.1B, up 85% YoY
Total revenue $35.1B vs $33.2B estimate
Blackwell GPU driving record hyperscaler demand
$50B stock buyback authorized
Gross margin 75.2%

Risk Flags

Blackwell supply constraints through mid-2027US-China export controls tightening

Frequently Asked Questions

Is Blackwell meeting demand?

No — supply constraints expected through mid-2027.

How big is the buyback?

$50B, one of the largest in tech history.

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