Quick Read – NVDA grows 85% yet trades at only 24x forward earnings, while AMD demands 68x despite slower growth and lower margins. – AMD’s 6 GW Meta deployment gives it a flagship hyperscaler commitment, but NVIDIA’s networking revenue alone exceeds AMD’s entire data center…
siness. – NVIDIA locked in $119 billion of supply commitments and launched an $80 billion buyback, while AMD still negotiates HBM4 capacity with Samsung. – Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and AMD didn’t make the cut. Grab the names FREE today
NVIDIA (NASDAQ:NVDA) and AMD (NASDAQ:AMD) both reported earnings in May, and the contrast says everything about today’s AI hardware market. NVIDIA posted a $81.6 billion quarter built on Blackwell dominance. AMD posted $10.25 billion, with the Meta partnership reshaping its data center story.
One is the incumbent. The other is the credible challenger finally getting customer commitments at scale. Blackwell Carries NVIDIA.