Finance research status

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      "content": "## Executive comparison\n\nNVIDIA remains vastly larger and more profitable, while AMD is currently growing data-center revenue faster from a much smaller base; the latest reported quarters are NVIDIA’s Q1 FY2027 ended April 26, 2026 and AMD’s Q2 2026 ended June 27, 2026, so the periods are close but not identical. [[1, 2]]\n\n| Latest reported metric | NVIDIA | AMD |\n|---|---:|---:|\n| Data-center revenue | **$75.2B**, +92% YoY, +21% QoQ | **$6.72B**, +107% YoY, +16% QoQ |\n| Share of company revenue | **92%** | **58%** |\n| Company GAAP gross margin | **74.9%** | **54.0%** |\n| Company non-GAAP gross margin | **75.0%** | **56.0%** |\n| Data-center segment operating margin | Not separately disclosed | **31.3%** |\n\nNVIDIA’s quarterly data-center business was approximately **11.2 times** AMD’s, even though AMD’s 107% year-over-year growth slightly exceeded NVIDIA’s 92%. [[1, 2]]\n\n## Growth\n\nNVIDIA generated $75.2 billion of data-center revenue, comprising $60.4 billion of compute revenue, up 77%, and $14.8 billion of networking revenue, up 199%; the networking result shows that growth is increasingly coming from complete AI systems and interconnects rather than GPUs alone. [[1]] \n\nAMD generated $6.718 billion of data-center revenue, versus $5.775 billion sequentially and $3.240 billion a year earlier, driven by both EPYC server processors and Instinct accelerators. [[2]] \n\nAMD therefore has the higher percentage growth rate and more room to take share, but NVIDIA is adding substantially more revenue in absolute dollars: roughly $36.1 billion year over year versus approximately $3.5 billion for AMD. [[1, 2]] \n\nOn a full-year basis, NVIDIA’s FY2026 revenue rose 65% to $215.9 billion, while AMD’s 2025 data-center revenue rose 32% to $16.6 billion, reinforcing the difference in scale. [[3, 4]]\n\n## Margins\n\nNVIDIA’s latest companywide GAAP and non-GAAP gross margins were 74.9% and 75.0%, approximately 21 and 19 percentage points above AMD’s respective 54% and 56% margins. [[1, 2]]… [truncated for committed sample]",
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        {
          "title": "NVIDIA Announces Financial Results for First Quarter Fiscal 2027 ...",
          "url": "https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-first-quarter-fiscal-2027"
        },
        {
          "title": "AMD Reports Second Quarter 2026 Financial Results :: Advanced Micro ...",
          "url": "https://ir.amd.com/news-events/press-releases/detail/1295/amd-reports-second-quarter-2026-financial-results"
        },
        {
          "title": "nvda-20260125",
          "url": "https://www.sec.gov/Archives/edgar/data/1045810/000104581026000021/nvda-20260125.htm"
        }
      ]
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