Learn everything you need to know about Nvidia right now, including its latest earnings, new AI factory partnerships, the collapse of China sales, and the massive growth catalysts shaping its future. In this video, I will dig into Nvidia’s 62% revenue growth, its $32B in quarterly profit, its latest
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Rick Orford - Trading Stocks and Options05 Dec 2025, 21:01 UTC
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NVIDIA posted record Q3 FY26 results with $57.0 billion in revenue, up 22% QoQ and 62% YoY. Net income surged 65% YoY to nearly $32 billion, and free cash flow reached almost $22 billion. This hyper-growth is driven by accelerating AI demand, with NVIDIA's Blackwell architecture and Tensor Cores at the forefront of AI training and inference. Strategic partnerships with Samsung, SK Group, the US Department of Energy, Oracle, Eli Lilly, and Microsoft are establishing large-scale AI factories and supercomputers, ensuring substantial, long-term revenue streams. NVIDIA's IGX Thor Robotics Processor further expands its reach into industrial and medical automation with real-time physical AI. These locked-in projects foster stable revenue and investor confidence. However, significant risks include geopolitical restrictions impacting NVIDIA's market share in China, potentially removing a major growth channel. Market speculation about an AI bubble and prominent investors like Michael Burry placing put options underscore market uncertainty. Despite analysts' strong buy ratings and a high target of $352, the thinning margin for error necessitates rigorous position sizing and risk management. While growth and profitability are exceptional, managing these increasing expectations and inherent risks is crucial for long-term shareholder value.
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