Nvidia shifts focus from gaming as AI demand drives record quarterly revenue
Nvidia CEO Jensen Huang Photo: Reuters
Nvidia has reported another record-breaking quarter as demand for artificial intelligence accelerates, with the company stating it no longer regards itself primarily as a gaming hardware maker.
The announcement accompanied its Q3 2026 financial results, which showed revenue reaching 57 billion dollars, representing a 62 percent increase year on year and a sequential rise of 10 billion dollars.
While Nvidia was once strongly associated with gaming products such as the GTX and RTX series, the firm said during its earnings call that it has “evolved over the past twenty-five years from a gaming GPU company to now an AI data centre infrastructure company.” Gaming now represents a comparatively smaller portion of its business.
The company highlighted data centre revenue of 51 billion dollars for the quarter, a 66 percent rise compared with the previous year.
Nvidia attributed this to sustained demand for AI infrastructure across cloud service providers, enterprises, and model developers. High-volume shipments of its Blackwell and Rubin platforms were cited as contributing factors.
Gaming revenue reached 4.3 billion dollars, up 30 percent on the year, which Nvidia linked to increased interest from PC gamers upgrading GPUs and ongoing strength in the gaming market. Despite this growth, the scale of data centre demand continues to redefine Nvidia’s overall direction.
The company also reported rising long-term interest in its upcoming platforms, noting: “Currently, we have visibility to half a trillion dollars in Blackwell and Rubin revenue from the start of this year through the end of calendar year 2026.”
Nvidia said it expects AI infrastructure development to remain strong through 2027, supported by projects across cloud, enterprise, and sovereign AI sectors.
Following the earnings announcement, the company’s share price rose sharply, which observers said helped ease concerns from some investors regarding a potential AI-driven stock bubble.