NVIDIA and AMD both posted strong AI-driven revenue growth. NVIDIA's revenue hit $96.2 billion, up 106%.
AMD's revenue was $11.5 billion, up 50%. NVIDIA leads in profitability with 75% margins.
AMD's growth is also solid but smaller in scale.
What happened
NVIDIA reported $96.2 billion in revenue for fiscal Q2 2027, up 106% year over year, with Data Center revenue at $89 billion, up 117%. AMD reported $11.5 billion in Q2 2026 revenue, up 50% year over year.
Why it matters
NVIDIA shows both strong growth and high profitability, with 75% GAAP and non-GAAP margins, while AMD's Data Center revenue more than doubled. NVIDIA's Vera Rubin platform is in full production, and AMD's Helios platform is ramping up.
What to watch
NVIDIA projects fiscal Q3 2027 revenue of $108 billion (plus or minus 2%), while AMD expects Q3 revenue of $13 billion (plus or minus $300 million). Both companies are positioned for continued growth, but NVIDIA's larger scale and profitability may give it an edge.
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The article compares NVIDIA and AMD as investment options amid accelerating AI spending. NVIDIA's fiscal Q2 2027 results show dominant revenue and profitability, driven by its Data Center segment and the Vera Rubin platform now in full production. AMD also reports strong growth, but its smaller revenue base and lower margin profile (not detailed but implied by comparison) suggest it may be a less compelling buy at this point. The projections for the next quarter—NVIDIA at $108 billion versus AMD at $13 billion—indicate NVIDIA's larger scale and momentum, which could sustain its competitive advantage. However, AMD's rapid Data Center growth and product ramps (Helios, Instinct) could offer upside if execution continues. Investors likely weigh NVIDIA's proven profitability against AMD's smaller but fast-growing position.
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