Nvidia’s Q3 FY2026 earnings report highlighted record revenue driven by AI demand, raising questions about future profitability amidst potential market corrections. Analysts noted that despite strong performance, high valuations could limit investor returns, affecting stakeholders across the tech industry, particularly in semiconductor manufacturing.
Nvidia forecasts its Q4 revenue will surpass estimates due to strong demand for AI chips, despite ongoing concerns about an AI bubble. Analysts suggest that increased investments in AI technology, particularly in data centers, are driving this growth in multiple countries, including the USA and Saudi Arabia.
The real debate — whether all this AI capacity being built today will be profitable tomorrow — remains unresolved.
Nvidia Corporation posted record Q3 FY2026 results driven by AI demand, but high valuation suggests limited upside. Click for my NVDA stock earnings update.
Amid a blackout of data due to the government shutdown, the $5tn chipmaker’s report took on wider significance
Congressional Republicans are seeking to implement a national moratorium on state AI regulations, potentially undermining local governance. This move raises serious concerns about the implications for AI safety regulations across various states, affecting how AI technologies can be developed and deployed in places like California and New York.
Autonomous microstores are returning to the retail market as artificial intelligence (AI) solves the accuracy and cost issues that stalled the first
In this post, we explore deployment patterns and best practices for Claude Code with Amazon Bedrock, covering authentication methods, infrastructure decisions, and monitoring strategies to help enterprises deploy securely at scale. We recommend using Direct IdP integration for authentication, a dedicated AWS account for infrastructure, and OpenTelemetry with CloudWatch dashboards for comprehensive monitoring to ensure secure access, capacity management, and visibility into costs and developer productivity .
Nvidia delivered exceptional revenue growth last quarter, fueled by robust demand from generative AI labs and hyperscalers. Find out why NVDA is a Strong Buy.
