Nvidia’s Earnings Spark Major Rally Across the Global AI Supply Chain

Nvidia’s historic momentum continued as the company posted a powerful re-acceleration in growth, defying expectations for a firm that recently crossed a $5 trillion market cap. Its Q3 earnings report delivered upside across the board — and ignited a surge in AI-related stocks worldwide.

Nvidia Delivers Massive Q3 Beat

Data center revenue: $51.22B, a strong beat that lifted overall market sentiment
Revenue & EPS: Both topped estimates by ~3%
Guidance: Even stronger than expected, reaffirming accelerating AI demand
CEO Jensen Huang: “AI is going everywhere, doing everything, all at once.”

This blowout print energized risk appetite globally, with ripple effects across semiconductors, data centers, cloud infrastructure, and energy names powering the AI buildout.

Semiconductor Supply Chain Stocks Surge

Broadcom (AVGO): Up ~4%
AMD (AMD): Up ~4.4%
Nvidia’s results boosted confidence in upstream and downstream chip suppliers.

Upstart Data Center & HPC Players Jump

IREN: Up 8–10%
Cipher Mining (CIFR): Up ~10%

These GPU-heavy operators benefit directly from strengthening demand for accelerated compute.

AI Software Beneficiaries Move Higher

Palantir (PLTR): Up 3.4%

Boosted by Nvidia’s CFO announcing integration of CUDA-X libraries and AI models into Palantir’s Ontology platform.

Neocloud & AI-Compute Providers Rally

CoreWeave (CRWV): Up more than 9%
Nebius (NBIS): Up ~7%

Both firms are tightly levered to Nvidia GPU demand, with CoreWeave owning ~250,000 Nvidia GPUs.

Energy Stocks Powering the AI Boom Gain

Behind-the-meter and nuclear names caught strong bids:

Bloom Energy (BE): +5%
Constellation Energy (CEG): +5.36%
Oklo (OKLO): +6.51%
Nuscale (SMR): +7%

These companies provide the massive power infrastructure required for future AI data centers.

AI Server & Storage Names Climb

Super Micro Computer (SMCI): Up nearly 6%
Western Digital (WDC): ~2.5% higher
Seagate (STX): ~3.4% higher

GPU-rich server makers and storage suppliers gained momentum as AI hardware demand strengthens.

Broader Market & Crypto Reaction

Bitcoin reclaimed $92,000
Quantum-related stocks rose modestly
European & Asian equity markets traded higher
S&P 500 futures: +1%

Nvidia’s print acted as a global risk-on catalyst.

Conclusion

Nvidia’s Q3 earnings didn’t just exceed Wall Street’s expectations — they lifted the entire AI ecosystem. From chips to energy to data centers, nearly every corner of the AI supply chain rallied in response, showcasing Nvidia’s unparalleled influence on the modern tech economy.