Nvidia surpasses expectations with $57.01 billion in quarterly revenue, explosive forecasts, and unprecedented demand for GPUs, immediately reassuring Wall Street.
The Quarter that Sets the Record Straight
Nvidia announces $57.01 billion in revenue for the third quarter, a 62% year-on-year increase. An acceleration that underscores the pivotal role of AI infrastructure in the global tech sector. Analysts expected a good quarter. They got a powerhouse instead.
Blackwell sales exceed all forecasts, and cloud GPUs are out of stock. The demand for computing continues to accelerate and multiply in the training and inference domains, each experiencing exponential growth.
The market hears the message. Investors finally breathe a sigh of relief.
The Guidance that Restores Confidence
Nvidia forecasts between $63.7 to $66.3 billion for the fourth quarter, well above the anticipated $62 billion. Such projections matter most in a jittery market. Investors seek a simple assurance. AI continues. Budgets continue. Nvidia continues.
NVDA shares surge by 4% after hours, proving that the market was desperately seeking a stability signal.
The Core of Business Booms Again
The data center segment, the driving force, reaches $51.2 billion. Forecasts were at $49.34 billion. Every major AI model, every training pipeline, every hyperscale cloud increases pressure on the GPU infrastructure. Nvidia remains the gateway to the entire ecosystem. There is no credible short-term alternative.
And when Nvidia breathes, crypto aligns instantly.
Bitcoin Rebounds and AI Tokens Ignite
Bitcoin surpasses $90,000 again after flirting with $88,000 earlier in the day. The market sought a catalyst. It found one. Nvidia confirms that the AI wave is far from over. As a direct consequence, AI narratives in crypto also gain momentum.
AI Tokens Align with the Megatrend
TAO, NEAR, ICP, and RNDR rise by 4 to 5 percent immediately after the announcement. Trading algorithms react swiftly. Human investors even more so. The Nvidia AI tokens correlation strengthens, indicating that the market now views these assets as a speculative extension of AI infrastructure.
AI-focused miners also bounce back. IREN climbs 8%. Cipher Mining by 11%. Hut 8 by 6%. Their exposure to GPU infrastructure revitalizes them after weeks of sharp corrections.
One thing is clear. In a tech market full of uncertainties, Nvidia remains the stabilizing factor for everything else. Including crypto.
