It’s pretty clear where Nvidia’s priorities lie. The tech giant is the biggest winner in the AI boom, and currently tops the list of the largest companies by market cap. Data centers are where Nvidia makes the majority of its profits, and this is no different in the company’s latest financial report; the Q3 2026 results were published on November 19 and reveal record Data Center revenue.

PC gamers may not be so keen to see less focus on gaming GPUs, though CEO Jensen Huang did say earlier this year that Nvidia still loves GeForce, while celebrating the RTX 50 series launch as “its most successful” ever, despite availability issues and backlash at the time. Regardless, in its Q3 2026 earnings call transcript, we can see that Nvidia now considers itself an “AI data center infrastructure company” – no longer just the “gaming GPU company” it used to be.

“We have evolved over the past twenty-five years from a gaming GPU company to now an AI data center infrastructure company.”

Colette Kress, Nvidia CFO, source: Nvidia Q3 2026 Earnings Call Transcript

Nvidia CEO says Blackwell sales are “off the charts,” cloud GPUs sell out

Nvidia’s latest Blackwell architecture has been a major success, and while its profits mostly come from the data center and AI industries, Team Green still recorded $4.3 billion in Gaming revenue, which is up 30% from last year, but down 1% compared to the previous quarter. RTX 50 is Nvidia’s series of Blackwell gaming GPUs.

In contrast, its Data Center revenue hit a record $51.2 billion – up 25% from Q2 and up 66% from this time last year.

“Blackwell sales are off the charts, and cloud GPUs are sold out. Compute demand keeps accelerating and compounding across training and inference – each growing exponentially. We’ve entered the virtuous cycle of AI. The AI ecosystem is scaling fast – with more new foundation model makers, more AI startups, across more industries, and in more countries. AI is going everywhere, doing everything, all at once.”

Jensen Huang, founder and CEO of NVIDIA

Gaming was only mentioned a couple of times in the earnings call, and it’s clear that AI is the number one priority – no surprises there. We’re still some way away from the next Nvidia gaming GPU launch, set to be the RTX 50 Super series. The upgraded Super cards are rumored to have more VRAM for the same price, but recent memory shortages could see them delayed to Q3 2026. As for the next generation of GPU architecture, Rubin, the most recent speculation places the RTX 60 series in early 2027.

About the Author

Jack Goodall

At PC Guide, Jack is mostly responsible for reporting on hardware deals. He also specializes in monitors, TVs, and headsets and can be found putting his findings together in a review or best-of guide.