Once again NVIDIA had a record earnings quarter (Q3FY26), but the strength of their on-going success will be dependent on many factors that may or may not be within their control. Let's explore those broader factors. SHOW: 978 SHOW TRANSCRIPT: The Cloudcast #978 Transcript SHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS" SHOW SPONSORS: [TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcast [Mailtrap] Try Mailtrap for free [Interconnected] Interconnected is a new series from Equinix diving into the infrastructure that keeps our digital world running. With expert guests and real-world insights, we explore the systems driving AI, automation, quantum, and more. Just search “Interconnected by Equinix”. SHOW NOTES: NVIDIA Earnings (Q3FY2026 - November 2025) WHAT WILL BE THE NEW METRICS AND MILESTONES TO TRACK? Customer Revenues (e.g. CoreWeave, OpenAI) “Alternatives” Revenues (e.g. Google/TPUs, AMD, China, etc.) Customer Success Stories (%ROI, Business Differentiation, Business Acceleration) Growth of Data Centers (e.g. buildouts, zoning approvals, etc.) Electricity Buildouts (e.g. nuclear, coal, alternative, regulatory changes, municipality adoption) Accounting Deep-Dives into NVIDIA (not fraud, but days receivables, inventory buybacks, etc.) $500B in back orders (Oracle, Microsoft, OpenAI, GrokAI) FEEDBACK? Email: show at the cloudcast dot net Twitter/X: @cloudcastpod BlueSky: @cloudcastpod.bsky.social Instagram: @cloudcastpod TikTok: @cloudcastpod
