Quick Read – NVIDIA’s networking revenue alone outpaces AMD’s entire Data Center segment, while NVIDIA compounds 75% gross margins on a revenue base 8x larger. – Lisa Su sold AMD shares between $437 and $476 while NVIDIA authorized $80 billion in buybacks and raised its dividend…
fold. – NVIDIA (NASDAQ: NVDA) and AMD (NASDAQ: AMD) both just reported, and the results reveal two very different AI hardware businesses. NVIDIA posted $81.61 billion in quarterly revenue on 85.23% growth
AMD delivered $10.253 billion at 37.85% growth. Even with a rumored 12-month delay of the vertical Kyber NVL144 rack architecture into 2028, the gap in scale, margins, and software lock-in is widening. Rubin Ships in Volume.
Helios Is Still Chasing. NVIDIA’s Data Center segment produced $75.246 billion, up 92% YoY, with networking alone growing 199% YoY to $14.8 billion. That networking figure is roughly 1.4x AMD’s entire Data Center segment of $5.775 billion.