Wednesday, August 26, 2026
Source trace. Via News points to the documents behind its reporting and shows what we drew from each — so you can check any claim. How we source
Source document· November 19, 2025

NVIDIA Announces Financial Results for Third Quarter Fiscal 2026

View original at globenewswire.com
NVIDIA Announces Financial Results for Third Quarter Fiscal 2026 Record revenue of $57.0 billion, up 22% from Q2 and up 62% from a year agoRecord Data Center revenue of $51.2 billion, up 25% from Q2 and up 66% from a year ago SANTA CLARA, Calif., Nov…
Opening lines of the source · short snapshot — read the full document at the original

What we drew from this source

The claims Via News extracted from this document. We point to the source; we don't replace it.

  • Q4 FY2026 revenue is expected to be $65.0 billion, plus or minus 2%

    80% confidence
  • Q4 FY2026 GAAP and non-GAAP gross margins are expected to be 74.8% and 75.0%, respectively, plus or minus 50 basis points

    80% confidence
  • AI is going everywhere, doing everything, all at once

    80% confidence
  • The AI ecosystem is scaling fast — with more new foundation model makers, more AI startups, across more industries, and in more countries

    80% confidence
  • Blackwell sales are off the charts, and cloud GPUs are sold out

    80% confidence
  • Compute demand keeps accelerating and compounding across training and inference — each growing exponentially

    80% confidence
  • We've entered the virtuous cycle of AI

    80% confidence
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
AI Leadership Exodus Rattles Investor Confidence Amid Capex Boom
High-profile departures at top AI labs — Brad Lightcap's exit from OpenAI and an unnamed researcher's departure from Alphabet/Google that triggered a share-price drop — are surfacing talent retention as a market risk factor even as hyperscalers pour record capital into AI infrastructure. The reaction shows investors treating key-person risk at frontier AI labs as material to valuation, a new fragility layered onto an otherwise bullish AI-driven capex cycle.
Our read on the data ›
Signals we're tracking
EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
Patterns we're watching ›
Where sources disagree
Broadcom Inc.
Both facts report EPS for Broadcom Inc. for the same fiscal period (Q1 2026) observed on the same date (2026-02-01). However, they report conflicting values: 1.5 USD per share vs 2.05 USD per share. This is a 37% difference for the identical metric and time period, not a value change over time.
We flag conflicts openly ›
Recently verified
Checked against the original source
4,978
facts traced to their source — and we flag the ones that don't hold up.
101 entities tracked4,978 facts checked against source5,251 source documents archived
Query this data → isubstrate.com
NVIDIA Announces Financial Results for Third Quarter Fiscal 2026 — Source | Via News | ViaNews Market