NVDA · News · 20260922N
Gross Margin Drivers
NVIDIA CORP · 2026-09-22 · Importance 100 · Surprise 100 · In source text
NVIDIA’s October-quarter revenue guidance was reported at $108 billion. The same report cited an expected gross margin of 74% for October and a 71% margin floor for January. Memory-cost pressure was identified as a factor affecting the margin outlook, while the Rubin platform was reported to improve revenue per gigawatt by 60%.
Key facts
- Seeking Alpha reported NVIDIA guided an October quarter gross margin of 74%. source
- Seeking Alpha reported NVIDIA expects a 71% gross margin floor for January. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| margin | unclear | probable | — | Seeking Alpha reported NVIDIA guided an October quarter gross margin of 74%. |
| margin | unclear | probable | — | Seeking Alpha reported NVIDIA expects a 71% gross margin floor for January. |