Nvidia just printed ridiculous money
Nvidia has dropped its latest financial results and the numbers are wild even by recent AI standards. In the third quarter of 2025 the company pulled in 57 billion dollars in revenue. That is a 62 percent jump over the same quarter in 2024 and 22 percent higher than the previous quarter.
According to CEO Jensen Huang demand for its latest Blackwell chips and cloud GPUs is enormous. He said sales are off the charts and that GPUs destined for data centers are essentially sold out. These are the chips that power massive AI models and cloud services so they are the main engines of Nvidia’s current money machine.
Global markets noticed. Nvidia’s results helped push stock markets higher around the world and Nvidia’s own share price climbed in after hours trading. Even with this bump though the stock is still under its recent October peak. That tells you that investors are still a little nervous about the idea of an AI bubble and what happens if spending on AI hardware suddenly cools down.
For now Nvidia is acting like the party is far from over. The company expects 65 billion dollars in revenue next quarter and its CFO Colette Kress is talking about another 350 billion dollars in AI GPU sales between now and the end of 2026. That averages out at around 70 billion dollars in AI GPUs every quarter which is an insane rate of hardware flowing into data centers.
Huge profits huge margins and a side quest called gaming
The most eye opening detail is not just how much Nvidia sells but how much of that turns into pure profit. Out of that 57 billion dollars of revenue Nvidia kept 32 billion dollars as net income. That is a gigantic margin and puts Nvidia up there with the most profitable hardware companies in history.
For anyone building or upgrading a PC the interesting part is how gaming fits into this picture. Gaming revenue was 4.3 billion dollars in the quarter. That is slightly down one percent from the previous quarter but still 30 percent higher than the same time last year. So the RTX 50 series and the rest of Nvidia’s gaming lineup are clearly selling well even though AI is the main star of the show.
Here is why that matters. Memory and storage prices have been rising and that usually means more expensive GPUs. In theory Nvidia has so much margin that it could absorb a chunk of these higher component costs and still be wildly profitable. With 32 billion dollars of profit on 57 billion dollars of sales the company has a lot of room to maneuver.
In practice though most signs point the other way. Reports already suggest that AMD is planning GPU price increases because of the memory supply squeeze. If that happens it is easy to imagine Nvidia following a similar path rather than cutting into its own profits. From a gamer’s point of view that makes future graphics cards more likely to creep up in price rather than suddenly get cheaper.
In simple terms
- AI and data center sales are the main money makers
- Gaming is still a big business but it is the smaller slice of Nvidia’s pie
- Massive profit margins mean Nvidia could hold prices but probably will not
- Component shortages and rising memory costs are a real concern for GPU pricing
Where all that Nvidia cash actually goes
With so much money pouring in you might wonder what Nvidia does with it beyond designing the next wave of AI and gaming hardware. The company answered that directly. Over the first nine months of its 2026 fiscal year Nvidia returned 37 billion dollars to shareholders through a mix of share buybacks and cash dividends.
It also still has 62.2 billion dollars authorized for more share repurchases. Buybacks reduce the total number of shares out there which usually supports or boosts the stock price over time. For regular PC gamers it does not change the cost of a graphics card tomorrow morning but it explains why Nvidia is so focused on keeping those epic profit margins intact.
This is the basic loop right now
- AI demand explodes so data centers scramble for Nvidia GPUs
- Nvidia posts huge revenue and even bigger profit margins
- Investors get rewarded with buybacks and dividends
- Nvidia doubles down on AI chips and keeps gaming strong but secondary
For the wider tech and gaming ecosystem Nvidia has become almost too big to ignore. If AI spending keeps growing this fast then data center chips will continue to dominate Nvidia’s roadmap and attention. Gaming will still matter especially for brand and community but it is no longer the core driver of the company.
If you are a gamer planning your next upgrade the key takeaways are simple. RTX 50 series cards are selling well and are likely to stay premium products. Nvidia has no urgent financial reason to slash prices and industry wide memory issues make cheaper GPUs less likely in the short term. On the other hand Nvidia’s scale and profit cushion mean it can keep pushing performance forward and deliver powerful hardware as long as demand is there.
It all adds up to a company that looks unstoppable on paper while everyone quietly watches for any sign that the AI rush might slow down. For now though Nvidia is printing record numbers and gaming is along for the ride.
Original article and image: https://www.pcgamer.com/hardware/graphics-cards/nvidia-beats-ai-bubble-fears-with-record-revenues-of-usd57-billion-and-off-the-charts-ai-gpu-sales/
