Nvidia founder and CEO Jensen Huang came into the company’s third-quarter earnings call sounding fired up. Nvidia didn’t just beat expectations; it bulldozed them. The company posted a jaw-dropping $57 billion in revenue, a massive 62% year-over-year jump, while net income soared to $32 billion, up 65% from the same period last year. For a company already at the center of the AI boom, this quarter felt like another level entirely.

What’s powering this explosive growth? In one word: data centers. Nvidia’s data center segment delivered a record-shattering $51.2 billion, up 25% in just one quarter and 66% compared to last year. That means nearly the entire company’s revenue engine is running on AI infrastructure demand. The remaining $5.8 billion flowed in from its other divisions — with gaming contributing a solid $4.2 billion, plus steady cash from pro visualization and automotive tech. Still, it’s clear: AI is firmly in the driver’s seat of Nvidia’s rocket ship.

CFO Colette Kress highlighted that the data center surge is being fueled by the rapid acceleration of computing, increasingly powerful AI models, and the rise of agentic applications. During the earnings call, she revealed something wild: in just this quarter alone, Nvidia announced AI factory and infrastructure projects totalling 5 million GPUs. And the demand isn’t coming from one corner; it’s global and across every sector — cloud providers, enterprises, supercomputing centers, sovereign AI initiatives — everyone wants Nvidia hardware in their racks.

A huge part of this momentum is thanks to Nvidia’s Blackwell Ultra GPUs. Unveiled in March, they’ve quickly become the superstar of the lineup, with earlier Blackwell chips also selling like crazy. Huang summed it up with the confidence of someone steering a company riding the biggest tech wave of our generation: sales of Blackwell chips, he said, are “off the charts.” For anyone who loves cutting-edge tech, it’s clear — Nvidia isn’t just part of the AI future; it’s building it faster than anyone else.