NVIDIA's Q3 2026 earnings report has surpassed analyst expectations, with the company reporting a revenue of $57.01 billion and a net income of $31.91 billion, marking a 65% increase from the previous year. The data center segment, which constitutes nearly 90% of NVIDIA's total revenue, experienced a 66% growth, reaching $51.2 billion, largely due to the success of the new GB300 chip. During the earnings call, CEO Jensen Huang addressed concerns about a potential AI bubble, asserting that AI is fundamentally different from the dot-com bubble and is already transforming industries. The market response is mixed, with firms like DA Davidson upgrading NVIDIA to 'buy', while others, including Michael Burry, are shorting the stock.