ETtech Explainer: Why Nvidia’s Q3 results matter for AI & the markets

Mega chipmaker Nvidia delivered stellar earnings in the third quarter of FY26 that ended in September, reinforcing its position at the centre of the artificial intelligence (AI) boom. Nvidia’s latest earnings have boosted stock markets and become a key signal for investors about whether the broader AI industry still has momentum.

The Santa Clara-based company reported $57 billion in revenue, up 62% year-on-year (YoY), with net income rising 65% to nearly $32 billion. Its data centre unit — which supports global AI demand — crossed $51 billion,…