NVIDIA Corporation
NVDAQ4 2025(NVDA Q3 FY2026)Derived79.1% AI
AI Revenue %
79.1%
AI Fair Value
$3.55T
AI Revenue (Q)
$25.7B
Total Revenue (Q)
$32.5B
Source: SEC EDGAR SEC Filing Filing
View SEC Filing on SEC.govAnalysis
NVIDIA's Q3 FY2026 revenue of $57.0B was dominated by Data Center ($51.2B, 89.8% of total). Data Center compute revenue of $43.0B is overwhelmingly AI-driven (GPU accelerators for training/inference), with Blackwell Ultra as the leading architecture. Networking of $8.2B is primarily NVLink and InfiniBand for AI clusters. Applying 90% AI to DC compute ($38,725M), 75% to DC networking ($6,140M), 5% to ProViz ($38M), and 30% to Automotive ($178M) yields $45,081M total Ring 1 AI revenue, or 79.1% of total revenue. Math: ($38,725.2M + $6,140.3M + $0 + $38.0M + $177.6M + $0) / $57,006M = 79.1%.
Analyzed by claude-opus-4-6
Quoted Figures
Data Center revenue was $51.2 billion, up 66% from a year ago and up 25% sequentially, driven by three platform shifts — accelerated computing, powerful AI models, and agentic applications.
MD&A — Q3 FY2026 Summary
Data Center compute revenue was $43.0 billion, up 56% from a year ago and up 27% sequentially.
MD&A — Q3 FY2026 Summary
Networking revenue was $8.2 billion, up 162% from a year ago from the introduction and continued growth of NVLink compute fabric for GB200 and GB300 systems.
MD&A — Q3 FY2026 Summary
Blackwell Ultra is now our leading architecture across all customer categories while our prior Blackwell architecture saw continued strong demand.
MD&A — Recent Developments
Revenue by End Market: Data Center $51,215... Compute $43,028... Networking $8,187... Gaming $4,265... Professional Visualization $760... Automotive $592... OEM and Other $174
Note 13 — Revenue by End Market (Three Months Ended Oct 26, 2025)
Confidence Tier
DerivedCalculated from reported segments primarily serving AI