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Nvidia Wins Major AI Chip Battle as CEO Jensen Huang Outmaneuvers U.S. Lawmakers; What’s Next?

NVIDIA Corporation reported robust financial performance for the third quarter of fiscal 2026, reflecting its leadership in the AI and accelerated computing markets. The company achieved record revenue of $57 billion, marking a 62% year-over-year increase and a sequential revenue growth of 22%. NVIDIA’s data center segment contributed significantly to this performance, recording $51.2 billion in revenue, up 66% from the previous year. The strong demand for NVIDIA’s AI infrastructure, particularly its GPUs and networking products, underscores the ongoing shift towards accelerated computing and generative AI technologies. One of the key drivers of NVIDIA’s growth is the widespread adoption of its technologies by major hyperscalers and enterprises. The global transition from classical machine learning to generative AI models by tech giants like Meta is a testament to NVIDIA’s strategic positioning in the market.