NVIDIA Q3 FY26 Results and Their Impact on the Asian Market

When I first read the headline NVIDIA Q3 FY26 results, I felt a mixture of excitement and caution—excited because the numbers were strong, cautious because when one major firm moves the needle, so does the ripple across global markets, especially in Asia. Here’s a conversational breakdown of what happened, why it matters, and how the Asian markets are reacting.

What did the NVIDIA Q3 FY26 Report say?

In its release titled “NVIDIA Announces Financial Results for Third Quarter Fiscal 2026”, NVIDIA reported some standout numbers. 

• Revenue reached US$57.0 billion for the quarter ended October 26 2025 — an increase of 22 % from the previous quarter and 62 % from the same quarter a year ago.
• The data centre segment alone hit US$51.2 billion, up 25 % quarter-on-quarter and 66 % year-on-year.
  
• Gross margin (GAAP) was 73.4 % (non-GAAP 73.6 %).
  
• Operating income (GAAP) reached US$36.0 billion, net income US$31.9 billion.
  
• For Q4 FY26, NVIDIA guided to ~US$65.0 billion revenue (±2 %), and gross margins expected ~74.8 % (GAAP).
  

CEO Jensen Huang commented: “Blackwell sales are off the charts, and cloud GPUs are sold out … We’ve entered the virtuous cycle of AI.” 

So in short: big beats, strong guidance, and full-speed ahead on the AI train.

Why the results matter (beyond the numbers)

I want to share a quick personal anecdote: a friend in Singapore’s tech sector told me that their hiring plans were being accelerated because of the confidence companies have when firms like NVIDIA publish huge growth. In other words: when NVIDIA signals strength in AI and data centres, many in Asia sit up and take notice.

Here’s why:

1. AI / Data centre demand is global. NVIDIA’s booming data-centre revenue shows that demand for AI infrastructure is not confined to the U.S. It’s a signal that global adoption is ramping — which affects Asian hardware makers, component suppliers, and service providers.
2. Supply-chain and manufacturing ripple. Even if NVIDIA doesn’t manufacture everything in Asia, many of its supply-chain partners, foundries, or equipment makers are based in Asia (Taiwan, South Korea, Japan). Strong orders mean Asian OEMs and component suppliers might see positive knock-on effects.
3. Valuation / sentiment driver. With such strong results, tech/AI stocks get a boost in investor sentiment. That carries into Asian markets – but also introduces risk: if expectations are too high, the slightest misstep can spook markets.
4. Guidance gives forward-looking confidence. The guidance for Q4 FY26 (~US$65 billion revenue) shows NVIDIA believes demand will not just hold but grow — and that matters for companies across Asia laying bets on increased AI spending.

How the Asian market is reacting

The mood in Asia is a mix of optimism and caution. Here are some observations:

• Ahead of the results, Asian tech-heavy markets were fragile, reflecting nerves around valuations and how much “AI hype” is baked in.
  
• Reports suggest Asian shares retreated prior to the earnings announcement, as investors were taking less risk.
  
• After the results, there was relief and a modest rebound: for example, U.S.-based coverage says NVIDIA shares rose ~3.7% in extended trading following the result (which will feed through to global tech sentiment).
  
• For Asian chip and tech suppliers, this is a good signal—but it also means expectations will rise, so the margin for error narrows.

The Asian market impact: specific angles

Let’s get specific about how different aspects of the Asian market could be impacted by the “NVIDIA Q3 FY26 Results”.

Supplier / manufacturing chain

For companies in Taiwan, South Korea, Japan, India (chip packaging, foundries, testing) the strong NVIDIA result signals increased demand.
But: also increased competition and demands for cutting-edge manufacturing, which may stretch capacity or raise margins.

Tech investor sentiment

When NVIDIA crushes expectations, tech-investor sentiment across Asia can brighten — leading to increased flows into tech ETFs, AI-driven stocks, etc.
However, if expectations get too lofty, the risk is a blow-off top or correction.

Valuation and bubble concerns

Remember: strong results are great, but they often raise the bar for next time. One article noted intense scepticism about whether the AI rally is sustainable.
If NVIDIA continues to deliver, good. But if growth slows, Asian markets with higher exposure to tech may feel the pain.

Regional disparities

Different Asian countries will feel it differently.

• Korea / Taiwan: Big chip manufacturing exposure — positive tailwind.
• Japan: Equipment makers may benefit.
• India: While direct exposure is lower, investor sentiment could improve, IT/AI services may feel optimistic.
• China: The macro environment and regulatory factors will still play a role regardless of global tech strength.

Key take-aways and what to watch

If I were giving you three bullets to remember and check on, they would be:

• Take-away #1: With the “NVIDIA Q3 FY26 Results”, one of the world’s AI-hardware leaders just showed very strong organic growth — meaning demand for AI hardware is real and accelerating.
• Take-away #2: Asian markets will likely benefit, but not uniformly; the upside is there for supply-chain participants and tech investors, but risks are higher (valuation, competition, supply constraints).
• Take-away #3: Eyes are now on the next quarter — the guidance. If NVIDIA’s Q4 FY26 forecast holds and demand stays strong, Asian tech/semiconductor stakeholders are in a favourable zone. But if guidance falters, the fallout could impact many Asian markets quickly.

Final thoughts

When I reflect on this, I’m reminded that results like these are more than numbers. They’re a barometer of where the tech world (and increasingly the global economy) is heading. The “NVIDIA Q3 FY26 Results” are telling us: AI infrastructure is no longer niche—it’s becoming core. For Asia, that’s both an opportunity and a challenge.