Here's 1 Number From Nvidia That You Shouldn't Ignore. It Says Something Momentous About the AI Giant's Growth.

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RegExp("[?&]notifications=1(&|#|$)");"desktop"===y&&i&&b.test(window.location.search)&&(i.checked=!0)};ge("ybar-mod-notification",(function(e){var t={isUH3:"crunch"===e.getConfig().ytheme,notifContainer:document.getElementById("notification-container"),notifBadge:document.getElementById("notif-badge"),notifMenu:document.getElementById("ybarNotificationMenu"),notifMenuOpener:document.querySelector("#ybarNotificationMenu + label"),notifDropdown:document.getElementById("notifDropdownContainer"),tooltipContainer:document.querySelector(".".concat($n)),notifLabel:document.querySelector(".".concat(Xn))};t.notifDropdown&&so(e,t)}))}()}};]]>Adria Cimino, The Motley FoolFri, November 21, 2025 at 10:32 AM GMT+1 5 min readNvidia has seen earnings soar in recent years thanks to the company’s dominance in the artificial intelligence chip market.The tech giant reported quarterly earnings this week, and once again surpassed analysts’ expectations.10 stocks we like better than Nvidia ›One of the most eagerly anticipated events of the past few weeks just unfolded. Nvidia (NASDAQ: NVDA) offered investors a glimpse into how it's faring in the artificial intelligence (AI) market and what might lie ahead. The top AI chip designer reported third-quarter earnings for the fiscal year 2026, with revenue and profit surpassing analysts' estimates.Nvidia also delivered strong profitability on sales and spoke of high demand for its products -- echoing comments about significant AI demand made by other tech leaders, from Amazon to Meta Platforms, over the past few weeks. This is great news for Nvidia shareholders and investors in other top AI stocks -- especially considering concerns in recent days about the possibility of an AI bubble taking shape.Each number in Nvidia's earnings report offers us valuable information about the company's current situation -- and often clues about what's ahead -- so it's key to consider this full picture. But one number, in particular, stands out as one you definitely shouldn't ignore.Image source: Getty Images.First, though, a quick summary of Nvidia's earnings story so far and a look at the main points in the latest report. Nvidia has been around for more than 30 years, initially serving the video gaming market, then progressively expanding the uses of its graphics processing units (GPUs). And when these high-powered chips emerged as a key tool for AI a few years ago, Nvidia's earnings took off. For example, the company's annual revenue grew from about $27 billion a couple of years ago to more than $130 billion in the latest fiscal year, thanks to its position in the AI market.Nvidia, seeing great opportunity, entered the AI chip market early and has become the dominant company, offering not only GPUs but entire systems to serve customers with AI ambitions.In the third quarter, Nvidia reported a 62% increase in revenue to $57 billion, a record, and a 65% gain in net income to more than $31 billion. The company also delivered a bright outlook, predicting fourth-quarter revenue of $65 billion and an expansion of gross margin to 74.8% from 73.4% in the third quarter on a GAAP basis.Now, let's consider the number in the report that you really shouldn't ignore, as it offers us a clear message about Nvidia's growth. In recent quarters, though Nvidia's revenue soared to records, the pace of growth on a year-over-year basis has progressively slowed.Terms and Privacy PolicyPrivacy & Cookie SettingsMore InfoS&P 5006,602.99 +64.23 (+0.98%)Dow 3046,245.41 +493.15 (+1.08%)Nasdaq22,273.08 +195.03 (+0.88%)Russell 20002,369.59 +64.48 (+2.80%)VIX23.43 -2.99 (-11.32%)Gold4,079.50 +19.50 (+0.48%)PortfolioSign in to access your portfolioSign inTop gainersBLLN BillionToOne, Inc. 110.00 +14.32 (+14.97%)ADPT Adaptive Biotechnologies Corporation 18.61 +2.29 (+14.03%)KYIV Kyivstar Group Ltd. 12.93 +1.41 (+12.24%)CAVA CAVA Group, Inc. 48.92 +5.33 (+12.23%)HTFL Heartflow, Inc. 30.85 +3.18 (+11.49%)Top losersESTC Elastic N.V. 70.04 -12.04 (-14.67%)VEEV Veeva Systems Inc. 244.06 -26.44 (-9.77%)POST Post Holdings, Inc. 99.42 -7.66 (-7.15%)FRMI Fermi Inc. 14.34 -1.07 (-6.94%)MENS Jyong Biotech Ltd. 30.74 -2.06 (-6.28%)Most activeNVDA NVIDIA Corporation 178.88 -1.76 (-0.97%)OPEN Opendoor Technologies Inc. 6.75 +0.59 (+9.58%)ONDS Ondas Holdings Inc. 6.74 +0.47 (+7.42%)PLUG Plug Power Inc. 1.9800 +0.0900 (+4.76%)TSLA Tesla, Inc. 391.09 -3.96 (-1.00%)Earnings eventsMy earnings eventsEarnings eventsTrending tickersBTC-USD Bitcoin USD 83,672.24 +1,123.48 (+1.36%)ETH-USD Ethereum USD 2,711.94 +18.71 (+0.69%)XRP-USD XRP USD 1.90 +0.00 (+0.24%)^GSPC S&P 500 6,602.99 +64.23 (+0.98%)^DJI Dow Jones Industrial Average 46,245.41 +493.15 (+1.08%)Top economic events