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NVIDIA Corporation reported that its Data Center business generated $51.22 billion in revenues during the third quarter of fiscal 2026, accounting for 89.8% of total sales. This reflects a 66% year-over-year increase and 25% sequential growth. The rising demand for accelerated computing and generative artificial intelligence (AI) among cloud and enterprise customers has significantly contributed to this surge.
Looking ahead, NVIDIA anticipates continued growth driven by the shipment of its Blackwell architecture and increasing orders across AI projects. Analysts project fiscal 2026 revenues to exceed $65 billion, with estimates currently at $65.53 billion, indicating a 66.6% year-over-year increase.
NVIDIA’s market competitors include Advanced Micro Devices, Inc. (AMD) and Intel Corporation (INTC), both of which are positioning their AI solutions to challenge NVIDIA’s dominance in the data center space.
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