Nvidia (NVDA) generated $68.13B in Q4 FY2026 revenue, up 73.2% year-over-year, with Data Center revenue surging to $62.31B on Blackwell architecture strength and Data Center Networking revenue jumping ...
Nvidia commands extraordinary margins, growth, and a dominant AI ecosystem, but its valuation assumes improbable long-term market leadership. I prefer Advanced Micro Devices over NVDA, as AMD only ...
AMD just made a $100 billion deal with Meta Platforms for AI infrastructure. But Nvidia still has 86% of the AI GPU data center market. AMD's shares are also far more expensive than Nvidia's. With ...
Nvidia still dominates AMD in terms of their growth rates. At the same time, AMD's stock is surprisingly expensive. However, since 2025, AMD has been the better pick, rising 65% versus Nvidia's 30%.
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