Fly On Wall Street

Nvidia earnings, forecasts top expectations as ‘age of AI is in full steam’

Nvidia (NVDA) reported third quarter earnings after the bell on Wednesday that topped expectations on the strength of sales of its high-powered AI chips fueling what its CEO Jensen Huang called the “age of AI.”

The world’s largest publicly traded company by market cap, Nvidia reported earnings per share (EPS) of $0.81 on revenue of $35.1 billion. Analysts were anticipating EPS of $0.74 on revenue of $33.2 billion.

Nvidia also said it anticipates revenue of $37.5 billion, plus or minus 2%, for the fourth quarter. That’s just ahead of Wall Street expectations of $37 billion.

Nvidia’s stock price fell roughly 1% on the news.

“The age of AI is in full steam, propelling a global shift to Nvidia computing,” Huang said in a statement. “Demand for Hopper and anticipation for Blackwell — in full production — are incredible as foundation model makers scale pretraining, post-training, and inference.”

The chip giant’s Data Center business, which makes up the vast majority of its revenue, brought in $30.8 billion in the quarter, beating out analysts’ expectations of $29 billion and jumping 112% versus the $14.5 billion the segment made in Q3 last year.

Nvidia’s gaming revenue came in at $3.3 billion, up from the $2.8 billion the division brought in last year. Analysts were looking for $3 billion.

Nvidia’s stock has continued to rocket higher throughout 2024, thanks to the explosive growth in AI across the tech landscape and beyond.

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