- Nvidia (NASDAQ:NVDA) posted record revenue of $57.0 billion in its Q3 2026, up 22 per cent from Q2 and up 62 per cent from a year ago
- The company launched $100B AI infrastructure program in partnership with Brookfield (TSX:BAM) and Kuwait Investment Authority, anchored by the Brookfield Artificial Intelligence Infrastructure Fund (BAIIF), targeting $10B in equity commitments
- BAIIF has secured $5B in initial commitments and will invest across the AI value chain—energy, land, data centres, and compute—prioritizing projects with strong credit backing and contracted cash flows
- Nvidia stock (NASDAQ:NVDA) closed trading at US$186.52
Nvidia (NASDAQ:NVDA) stock ended the day with a boost thanks to news of its record revenue of $57.0 billion earned in its fiscal Q3 2026, up 22 per cent from Q2 and up 62 per cent from a year ago.
Nvidia forecasts a strong Q4
Nvidia expects Q4 fiscal 2026 revenue of $65 billion, plus or minus 2 per cent, with GAAP and non-GAAP gross margins projected at 74.8 per cent and 75.0 per cent, respectively. Operating expenses are anticipated to reach $6.7 billion GAAP and $5.0 billion non-GAAP, while other income is estimated at $500 million, excluding equity-related gains or losses. The company forecasts a tax rate of 17 per cent, plus or minus 1 per cent.
Q3 marked a major milestone for Nvidia’s Data Centre segment, which delivered $51.2 billion in revenue, up 25 per cent sequentially and 66 per cent year-over-year. Nvidia unveiled its Blackwell architecture, which achieved top performance in SemiAnalysis benchmarks and offers 10x throughput per megawatt compared to prior generations. Strategic partnerships were announced with OpenAI, committing at least 10 gigawatts of Nvidia systems, and with major players like Google Cloud, Microsoft, Oracle, and xAI to expand U.S. AI infrastructure. Nvidia also revealed plans for seven new supercomputers, including Solstice, the Department of Energy’s largest AI system featuring 100,000 Blackwell GPUs.
Beyond data centres, Nvidia reported $4.3 billion in gaming revenue, up 30 per cent year-over-year, and launched major titles like Borderlands 4 and Battlefield 6 with DLSS 4. Professional Visualization revenue surged 56 per cent to $760 million, while Automotive climbed 32 per cent to $592 million, driven by innovations like the Drive AGX Hyperion 10 platform and partnerships to scale Level 4 autonomous fleets. Nvidia continues to push AI adoption globally, announcing investments in the U.K., Germany, and South Korea, alongside breakthroughs in quantum computing integration and industrial AI.
Forging new AI partnerships
The AI and accelerated computing had a stack of good news lately. Earlier on Wednesday, the team unveiled a sweeping $100 billion global AI infrastructure program in partnership with Brookfield Asset Management (TSX:BAM) and the Kuwait Investment Authority (KIA), marking one of the largest coordinated investments in artificial intelligence infrastructure to date.
The initiative will be anchored by the Brookfield Artificial Intelligence Infrastructure Fund (BAIIF), which launched with a target of $10 billion in equity commitments. Leveraging additional co-investor capital and financing, Brookfield expects to deploy up to $100 billion across the AI value chain—from energy and land to data centres and compute infrastructure.
Business focus
BAIIF will concentrate on four key verticals:
- AI Factories built on Nvidia’s DSX Vera Rubin-ready reference design
- Behind-the-meter power solutions for energy-intensive workloads
- Compute infrastructure tailored for governments and global enterprises
- Strategic adjacencies and capital partnerships across the AI value chain
Word from on-high
“AI is transforming every industry, and like electricity, it will require every nation to build the infrastructure to power it. AI infrastructure demands land, power, and purpose-built supercomputers—and our partnership with Brookfield brings all of these elements together in a ready-to-deploy AI cloud,” Nvidia’s founder and CEO, Jensen Huang, explained in a media statement.
Brookfield also announced Radiant, a new Nvidia Cloud Partner, which will deliver full-stack AI services leveraging Brookfield’s global infrastructure footprint. Radiant aims to accelerate deployment of AI factories and support sovereign AI programs worldwide.
Seed investments and global expansion
The fund’s first major deal is a $5 billion framework agreement with Bloom Energy to install up to 1 GW of behind-the-metre power solutions for data centres and AI factories. Brookfield has also signed landmark partnerships in France and Sweden, committing up to $30 billion combined to support national AI ambitions.
Earlier this week, Nvidia stated that more than a dozen of the world’s leading scientific computing centres are adopting its NVQLink across the globe, joining U.S. labs and quantum builders to advance quantum computing. Investors are tracking Nvidia stock closely ahead of its Q3 earnings report due soon.
Big in Japan
The company also announced this week that two new RIKEN supercomputers for scientific AI and quantum computing, powered by Nvidia GB200 systems, aim to position Japan as a driving force behind AI for science, next-generation industrial research and quantum computing.
About Nvidia
Nvidia Corp. is a full-stack computing infrastructure company.
Nvidia stock (NASDAQ:NVDA) closed trading 2.85 per cent higher at US$186.52 and is up more than 38 per cent since the beginning of the year.
Join the discussion: Find out what everybody’s saying about this stock on the Nvidia Bullboard investor discussion forum, and check out the rest of Stockhouse’s stock forums and message boards.
Stockhouse does not provide investment advice or recommendations. All investment decisions should be made based on your own research and consultation with a registered investment professional. The issuer is solely responsible for the accuracy of the information contained herein. For full disclaimer information, please click here.