Nvidia guides third-quarter revenue to $108 billion, up 4 years

Nvidia Corp. (NASDAQ: NVDA ) is on pace to deliver the fastest growth streak in corporate history, guiding for $108 billion in third-quarter revenue after a second quarter that crushed Wall Street’s expectations across the board.

1,730% Growth in Four Years If Nvidia delivers on its $108 billion third-quarter guidance, the company would have grown revenue by roughly 1,730% in just four years, a pace unmatched by any company of its size in modern corporate history. “Never in history has a company of this size grown at such a fast pace,” the market commentator The Kobeissi Letter said in a post on X.

If Nvidia, $NVDA, actually reports $108 billion in revenue for Q3 as they are guiding, that would mark +1,730% growth in 4 years.

Never in history has a company of this size grown at such a fast pace.

Once again, we are witnessing history. pic.twitter.com/bn4iroue28 — The Kobeissi Letter (@KobeissiLetter) August 26, 2026 The guidance came in well above Wall Street’s $103.52 billion estimate, according to Pro.

Read Also: Why Is Arm Holdings (ARM) Stock Trending After Hours Huang Says ‘Compute Is Revenue’ as Demand Outpaces Supply “AI has reached its inflection point,” CEO Jensen Huang said in the company’s earnings announcement. “Now, compute is revenue.

And demand is accelerating.” Huang said actual demand for Nvidia’s chips is far greater than 70%, but limited memory, power, and data center capacity are holding growth to that pace for now.

Nvidia’s Growth Dwarfs Megacap Peers Even measured against the world’s biggest tech companies, Nvidia’s four-year growth stands in a category of its own.

COMPANY REVENUE (~4 Yrs Ago) UPCOMING QUARTER FORECAST 4-YEAR GROWTH Nvidia $5.9 billion $108 billion ~1730% Meta Platforms Inc. (NASDAQ: META ) $27.7 billion $61billion to $64 billion ~131% Apple Inc. (NASDAQ: AAPL ) $83 billion $111 billion to $113 billion ~36% Amazon.Com, Inc. (NASDAQ: AMZN ) $127.1 billion $197 billion to $202 billion ~65% Microsoft Corp. (NASDAQ: MSFT ) $50.1 billion $89.85 billion to $90.95 billion ~81% Tesla Inc. (NASDAQ: TSLA )* $21.45 billion $27.61 billion (analyst estimate) ~28% Alphabet Inc. * (NASDAQ: GOOG ) (NASDAQ: GOOGL ) $69.09 billion $123.83 (analyst estimate) ~79% The table below compares the Magnificent 7’s revenue from four years ago with their projected revenue for the upcoming quarter. *Tesla, Alphabet figures are based on analyst consensus Nvidia’s Q2 Results Beat Expectations Across the Board Nvidia reported second-quarter revenue of $96.22 billion, above the $92.11 billion expected by analysts, with adjusted earnings of $2.22 per share, ahead of the $2.09 range forecast by Wall Street, according to Pro.

Price Action: Shares closed 1.59% lower on Wednesday at $209.66, then reversed course to gain 4.71% at $219.53 in extended trading on the earnings announcement. edge rankings indicate Nvidia’s stock has a Momentum score in the 56th percentile and a Growth score in the 99th percentile.

Read Also: Trump Lacks Grounds to Remove Lisa Cook: Fed Governor's Lawyer Writes: 'No Legally Cognizable Cause' Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published editors.

Photo: Blossom Stock Studio / Shutterstock