Nvidia clearly delivered a strong quarter, with revenue of $57 billion (up 62% from one year ago) and earnings per share of $1.30 (up 67% YoY), surpassing analysts' expectations and predictions for about $55 billion and $1.26, respectively.

Nvidia offered strong guidance for the current quarter following fiscal third-quarter results that topped Wall Street estimates on Wednesday as the AI arms race continued to drum up demand for its latest AI Blackwell chips.

Overall, Nvidia’s revenue from China was $2.8 billion, or 5% of its overall sales for the quarter — far lower than the $8.4 billion projected by Wall Street analysts, according to Bloomberg data. Meanwhile, the AI giant saw $39.2 billion in revenue from the US and $13.8 billion from Taiwan.

"Amidst a wide range of growing AI concerns, NVDA answered the bell with GB300 shipments driving healthy upside to estimates," Jefferies analyst Blayne Curtis commented in a note. "These results and commentary should help steady the ship for the AI trade into the end of the year."

Dell first announced its AI strategy last year with Nvidia as a partner and now it is furthering the partnership with integration of Dell’s ObjectScale and PowerScale unstructured data storage devices with the Nvidia NIXL library.

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