\n
\n\t\t\t\t\t\t\t\t\tSan Francisco<\/span>
\n\t\t\t\t\t\t\t\t\t\t\t\t\t|<\/span>
\n\t\t\t\t\t\t\t\t\t\t\t\t\tOctober 13-15, 2026<\/span>\n\t\t\t\t\t\t\t<\/p>\n<\/p><\/div>\n<\/p><\/div>\n<\/div>\n\u201cBlackwell sales are off the charts, and cloud GPUs are sold out,\u201d Huang said in the company\u2019s Q3 earnings statement. \u201cCompute demand keeps accelerating and compounding across training and inference \u2014 each growing exponentially. We\u2019ve entered the virtuous cycle of AI. The AI ecosystem is scaling fast \u2014 with more new foundation model makers, more AI startups, across more industries, and in more countries. AI is going everywhere, doing everything, all at once.\u201d<\/p>\n
Kress did note that the company\u2019s shipments of H20, a data center GPU designed for generative AI and high-performance computing, were 50 million, a disappointing result due to its inability to sell to China.<\/p>\n
\u201cSizable purchase orders never materialized in the quarter due to geopolitical issues and the increasingly competitive market in China,,\u201d Kress noted on the earnings call. \u201cWhile we were disappointed in the current state that prevents us from shipping more competitive data center compute products to China, we are committed to continued engagement with the U.S. and China governments, and will continue to advocate for America\u2019s ability to compete around the world.\u201d <\/p>\n
Importantly, Nvidia is forecasting more growth with a projected revenue of $65 billion in the fourth quarter, helping push its share price up more than 4% in after-hours trading. <\/p>\n
The upshot, at least in Huang\u2019s view: forget about the bubble, there is only growth. <\/p>\n
\u201cThere\u2019s been a lot of talk about an AI bubble,\u201d Jensen said during the company\u2019s earnings call. \u201cFrom our vantage point, we see something very different.\u201d<\/p>\n<\/div>\n
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