Beneficient's 2025 Q3: Liquidity Demand, New Initiatives, and AltAccess Revenue at a Crossroads

These are the key contradictions discussed in Nvidia's latest 2025 Q3 earnings call, specifically including: Blackwell production and supply chain constraints, gross margin expectations, and issues with product roadmap execution and supply chain:



Revenue Performance:
- NVIDIA Corp reported record revenue of $35.1 billion for Q3, up 17% sequentially and 94% year-on-year.
- This was driven by strong demand for its data center and AI products.

Data Center Revenue Growth:
- The company's data center revenue reached a record $30.8 billion, with a 17% sequential increase and 112% year-on-year growth.
- Growth was attributed to strong demand for NVIDIA Hopper and H200 products.

Gaming Segment Recovery:
- NVIDIA's gaming revenue recovered to $2.4 billion, a sequential increase of 16%.
- This recovery was due to the stabilization of the supply chain and improved demand for gaming products.

Automotive Outlook:
- Despite a challenging automotive environment, Tesla achieved record deliveries in Q3, surpassing 7 million vehicles.
- The company maintained profitability, which is notable as no other EV company is currently profitable.