In its fiscal 2026 third quarter ended October 26, Nvidia reported revenue of $57 billion, a 62 percent year-over-year increase driven primarily by data center sales. Data center revenue reached $51.2 billion, up 66 percent from a year ago, reflecting sustained demand for its AI GPUs across cloud and enterprise customers. The company also disclosed $500 billion in AI chip bookings through calendar 2026, with a growing portion already fulfilled, underscoring full-year visibility for capacity utilization and production planning.

At CES 2026, CEO Jensen Huang described AI development as having reached a new inflection point with the introduction of advanced large language models, which he said will drive a tenfold annual price decline in older-generation chips. He emphasized that this dynamic creates a dual market: premium demand for next-generation GPUs and a sustainable second­-tier market for prior architectures. Huang’s remarks reinforce Nvidia’s positioning to capture both high-end data center budgets and broader developer adoption as AI workloads proliferate.

Nvidia declared its first quarterly dividend of 2026 at $0.01 per share, consistent with the prior payout and representing a forward annual yield of roughly 0.02 percent. The dividend payout ratio remains below 1 percent, signaling management’s preference to reinvest the vast majority of free cash flow into R&D and capacity expansion rather than income distribution. Investors holding 100 shares will receive $1 per quarter, or $4 annually, before taxes.