Nvidia's revenue in the third quarter was $35.082 billion, while analysts expected $33.21 billion. The datacenter revenue for the third quarter was $30.771 billion, compared to an expectation of $29.112 billion. The net income for the third quarter was $19.31 billion, which represents a year-on-year growth of 108.9%. The adjusted eps for the third quarter was $0.81, with an estimate of $0.74.

The demand for Nvidia's Blackwell products/series is expected to exceed supply in the coming quarters. The company expects fourth-quarter revenue to be around $37.5 billion, plus or minus 2%, while the market estimate is $37.1 billion.