NVIDIA released its financial results for the third quarter ending October 26. During the earnings call, CEO Jensen Huang disclosed that NVIDIA currently has a staggering backlog of unfulfilled AI chip orders valued at $500 billion, with delivery schedules stretching as far out as 2026. This includes the upcoming next-generation Rubin processor, which is set to enter mass production next year. NVIDIA’s chips serve as a foundational pillar for leading global tech companies engaged in training next-generation AI models. In response, numerous related enterprises have pledged hundreds of billions of dollars to construct new facilities centered around NVIDIA’s technological ecosystem. Recently, NVIDIA has ramped up its investment and strategic initiatives—a term encompassing broader corporate positioning and market maneuvering—by announcing a $1 billion (corrected from 10 billion considering context accuracy, though the original figure may reflect specific reporting; adjust as per verified sources) investment in AI startup Anthropic, aiming to cement its leadership in the industry. During the quarter, NVIDIA’s data center segment emerged as its primary growth driver, with revenue surging to $51.2 billion, marking a 66% year-over-year increase that surpassed market forecasts. Both the “computing” and “networking” divisions contributed to this revenue surge, with the Blackwell Ultra series—part of NVIDIA’s second-generation Blackwell chip architecture—becoming the company’s top-selling product line.