4 weeks ago
22
Vandita Jadeja
Wed, April 22, 2026 astatine 12:34 PM CDT 5 min read
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Nvidia (NVDA) posted Q4 gross of $68.13B (73.2% YoY) with Data Center gross reaching $62.31B (75% YoY), portion networking surged 263% YoY to $10.98B powered by Blackwell architecture.
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AMD (AMD) reported Q4 gross of $10.27B (34.1% YoY) with Data Center astatine $5.38B (39% YoY) driven by EPYC server CPU stock gains and Ryzen AI PC adoption, though gross borderline remains astatine 57% versus Nvidia’s 75.2%.
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Nvidia dominates the full-stack AI level with CUDA bundle ecosystem and NVLink cloth locking successful $95.2B successful proviso commitments, portion AMD pursues a challenger way with Instinct GPU partnerships with OpenAI and Oracle targeting 50,000 GPU deployment by Q3 2026, but faces persistent borderline compression and a bundle spread that limits pricing power.
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The expert who called NVIDIA successful 2010 conscionable named his apical 10 AI stocks. Get them present FREE.
Tech giant Nvidia (NASDAQ:NVDA) and Advanced Micro Devices (NASDAQ:AMD) some reported beardown quarters, but Nvidia is gathering the AI infrastructure backbone astatine unprecedented scale, portion AMD is simply a susceptible challenger with a agelong roadworthy ahead.
Nvidia's 4th fourth gross deed $68.13 billion, up 73.2% twelvemonth implicit year, with Data Center gross reaching $62.31 billion, increasing 75% twelvemonth implicit year. The Blackwell architecture drives that growth. Networking alone, powered by NVLink cloth for GB200 and GB300 systems, surged 263% twelvemonth implicit twelvemonth to $10.98 billion.
READ: The expert who called NVIDIA successful 2010 just named his apical 10 AI stocks
| Total Revenue | $68.13B (+73.2% YoY) | $10.27B (+34.1% YoY) |
| Data Center Revenue | $62.31B (+75% YoY) | $5.38B (+39% YoY) |
| Non-GAAP Gross Margin | 75.2% | 57% |
| Free Cash Flow | $34.90B | $2.08B (record) |
| Next Quarter Guidance | ~$78.0B | ~$9.8B |
AMD's 4th was solid. Q4 2025 gross came successful astatine $10.27 billion, up 34.1% twelvemonth implicit year, with Data Center gross reaching a grounds $5.38 billion, up 39% twelvemonth implicit year.
EPYC server CPUs proceed gaining stock from Intel, and Client conception deed $3.10 billion, up 34% twelvemonth implicit year, powered by Ryzen AI PC adoption. Gaming fell sharply, and embedded remains anemic astatine $950 million, up conscionable 3% twelvemonth implicit year.
Nvidia sells a full-stack AI platform: hardware, networking, software, and ecosystem. CUDA dominates arsenic the developer framework, and NVLink is becoming modular for large-scale AI clump interconnects.
The Vera Rubin platform, announced arsenic Blackwell's successor, promises up to a 10x simplification successful inference token outgo versus Blackwell. Partnerships with Meta, Anthropic, CoreWeave, and hyperscalers fastener successful request years out. Total proviso commitments basal astatine $95.2 billion.
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