How Nvidia Grew Data Center Market Share In Q3
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Mark HibbenInvesting Group LeaderFollow5ShareSavePlay(10min)CommentsSummaryNvidia (NVDA) surpassed 50% share of the data center equipment market in fiscal 2026 Q3, driven by dominance in rack-scale AI accelerators.NVDA's Data Center revenue grew 66% y/y to over $51 billion, fueled by unmatched scale-up networking and limited effective competition.Competitors like AMD and UA Link consortium lag in delivering high-performance scale-up switches, reinforcing NVDA's leadership and pricing power.I project NVDA remains undervalued even with slowing growth, rating it a Buy with a DCF fair value of $257.95. BING-JHEN HONG/iStock Editorial via Getty Images In Nvidia Corporation’s (NVDA) fiscal 2026 Q3, Nvidia’s share of the overall data center software and equipment market grew to over 50%. This was largely due to the fact that demand forThis article was written byMark Hibben20.44K FollowersFollowMark Hibben has a masters in Electrical Engineering from USC and is an independent iOS developer utilizing his experience working in the technology sector to inform his investing decisions. He is the leader of the investing group Rethink Technology.Members of Mark’s investing group Rethink Technology gain access to a portfolio full of tech stocks that have high growth potential over a long 5-10 year timeline along with associated articles. Learn More.Analyst’s Disclosure:I/we have a beneficial long position in the shares of NVDA, TSM either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.Recommended For You