Nvidia had a record-breaking third quarter. Its revenue rose by 50 percent compared with the same period last year, while income grew 84 percent.
Revenue of $7.10 billion is up 50 percent from a year earlier and up 9 percent from the previous quarter, with record revenue from the company’s Gaming, Data Center, and Professional Visualization market platforms.
GAAP earnings per diluted share for the quarter were $0.97, up 83 percent from a year ago and up 3 percent from the previous quarter. Non-GAAP earnings per diluted share were $1.17, up 60 percent from a year ago and up 13 percent from the previous quarter.
Gross margin improved 2.6 percentage points GAAP and 1.5 percent Non-GAAP to 65.2 and 67 percent respectively. Operating income grew 91% (70% Non-GAAP) to $2.67 billion ($3.39 billion Non-GAAP.) Net income rose 84 percent (62 percent Non-GAAP) to $2.46 billion ($2.97 billion.)
“The third quarter was outstanding, with record revenue,“ said Jensen Huang, founder, and CEO of NVIDIA. “Demand for NVIDIA AI is surging, driven by hyper-scale and cloud scale-out, and broadening adoption by more than 25,000 companies. NVIDIA RTX has reinvented computer graphics with ray tracing and AI, and is the ideal upgrade for the large, growing market of gamers and creators, as well as designers and professionals building home workstations.“
Huang highlighted virtual assistants as a future revenue opportunity, predicting the services will proliferate globally within five years. He noted that strong interest in Omniverse Avatar gave him the confidence of soon deriving revenue from the technology platform, which can be used to create virtual humans capable of understanding and speaking in natural language.
Automated systems and bots now generate more than half of internet traffic, forcing hosting companies to manage performance, security, and infrastructure costs at the same time. Ivan Čačija argues that business users are no longer buying only storage and computing resources, but the availability and performance of their own operations. AI will reshape both data-centre management and infrastructure requirements, while regional providers can compete through local presence, predictable costs and hybrid models. Fastserver sees its partnership with Blackwall as part of a broader shift towards an integrated platform combining infrastructure, security, traffic protection and automation.
The President of the European Commission, Ursula von der Leyen, has unveiled comprehensive plans to restrict children’s access to social media platforms through the proposed EU Kids Act.
Ericsson Nikola Tesla no longer views artificial intelligence solely as a tool that helps developers write code, but as part of the entire software development lifecycle. At the upcoming ENT Technology Days, taking place from 21 to 25 September, artificial intelligence will also be among the central topics.
Siniša Krajnović, PhD, President of the Management Board of ENT, sees the transformation brought about by artificial intelligence through products, internal processes, and changes in the way work itself is performed, while Jelena Jurišić, Director of Technology of the ENT Group (CTO), explains how specialized AI agents are now part of analysis, design, implementation, testing, and verification. In such a model, autonomy increases gradually, with quality control and human decision-making at critical points. At the same time, the change does not diminish the importance of engineers, but increasingly shifts their role toward architecture, domain understanding, and the management of complex automated systems.
