"NVIDIA's Data Center segment alone generated $62.31 billion, with networking up a staggering 263% YoY as NVLink fabric ships inside GB200 and GB300 racks. Jensen Huang told investors that 'enterprise adoption of agents is skyrocketing' and that customers are racing to fund the AI industrial revolution."
"AMD's Q4 was broader and scrappier. Data Center hit $5.38B (+39% YoY) on EPYC plus Instinct GPUs, Client jumped to $3.10B (+34%), and Gaming surprised at $843M (+50%). Lisa Su called 2025 'a defining year for AMD' with record revenue and earnings."
"NVIDIA is doubling down on full-stack accelerated computing, with Rubin promising 10x lower inference token cost than Blackwell, and partnerships spanning Meta, Anthropic, CoreWeave, and the DOE Genesis Mission. Margins reflect that pricing power."
"AMD guided to $9.8B for Q1 with only $100M in MI308 China revenue baked in, after eating $440M in inventory charges last year. I will keep an eye on whether MI450 ships on time."
NVIDIA achieved $68.13 billion in Q4 FY2026 revenue, driven by a 73.21% growth, primarily from its Data Center segment. AMD reported $10.27 billion with a 34.1% YoY increase. NVIDIA's networking surged 263% YoY, while AMD's Data Center revenue reached $5.38 billion. NVIDIA focuses on full-stack accelerated computing, boasting a 65% operating margin, while AMD diversifies its offerings with a 17.1% margin. Both companies face challenges in China and supply commitments, with NVIDIA's Q1 FY2027 outlook excluding China Data Center compute.
Read at 24/7 Wall St.
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