Advanced Micro Devices vs NVIDIA: Business Model & Financial Comparison 2026
Advanced Micro Devices · Technology / Semiconductors·NVIDIA · Technology / Semiconductors
Financial Comparison
| Metric | AMDAdvanced Micro Devices | NVDANVIDIA |
|---|---|---|
| Market Cap | $315.31B | $4.38T |
| Revenue (TTM) | $34.64B | $215.94B |
| Revenue Growth | 34.1% | 73.2% |
| Gross Margin | 52.5% | 71.1% |
| Operating Margin | 17.1% | 65.0% |
| Net Margin | 12.5% | 55.6% |
| Return on Equity | 7.1% | 101.5% |
| P/E (Trailing) | 74.1x | 36.8x |
| P/E (Forward) | 17.8x | 16.7x |
| Free Cash Flow | $4.59B | $58.13B |
| Cash | $10.55B | $62.56B |
| Total Debt | $4.01B | $11.41B |
Data sourced from Yahoo Finance. Green highlights indicate better performance for that metric. Use the interactive tool for real-time data.
Business Model Comparison
Advanced Micro Devices
Advanced Micro Devices, Inc. stands as a leading company in Technology. Generating $34.64 billion in annual revenue (growing 34.1% year-over-year) and carrying a market capitalization of $325.19 billion, the company has cemented its position as a foundational player in the global Semiconductors landscape. Under the leadership of its leadership team, Advanced Micro Devices, Inc. continues to execute on a multi-year strategic vision that balances g…
Full Advanced Micro Devices analysis →NVIDIA
NVIDIA stands as the world's leading AI computing company and GPU manufacturer. Generating $215.94 billion in annual revenue (growing 73.2% year-over-year) and carrying a market capitalization of $4.46 trillion, the company has cemented its position as a foundational player in the global Semiconductors landscape. Under the leadership of Jensen Huang, NVIDIA continues to execute on a multi-year strategic vision that balances growth investment with…
Full NVIDIA analysis →SWOT Analysis Comparison
Strengths
Advanced Micro Devices
- With a market capitalization of $325.19B, Advanced Micro Devices, Inc. is one of the largest companies in its sector, providing the scale advantages of brand recognition, supplier leverage, and capita
- Advanced Micro Devices, Inc.'s gross margin of 52.5% is well above industry averages, reflecting pricing power, operational efficiency, or a high-value product mix. The operating margin of 17.1% demon
- Revenue grew 34.1% year-over-year to $34.64B, indicating strong demand for Advanced Micro Devices, Inc.'s products and services and outperformance relative to many industry peers.
NVIDIA
- With a market capitalization of $4.46T, NVIDIA is one of the largest companies in its sector, providing the scale advantages of brand recognition, supplier leverage, and capital access that smaller co
- NVIDIA's gross margin of 71.1% is well above industry averages, reflecting pricing power, operational efficiency, or a high-value product mix. The operating margin of 65.0% demonstrates disciplined co
- Revenue grew 73.2% year-over-year to $215.94B, indicating strong demand for NVIDIA's products and services and outperformance relative to many industry peers.
Weaknesses
Advanced Micro Devices
- In the Semiconductors sector, larger competitors with greater economies of scale can exert pricing pressure and outspend Advanced Micro Devices, Inc. on marketing, R&D, and distribution — limiting the
- Revenue concentration in core markets or customer segments creates vulnerability to localized downturns, regulatory changes, or shifts in customer preferences. Diversification remains an ongoing strat
NVIDIA
- Extreme concentration: top 5 customers (Microsoft, Amazon, Google, Meta, Oracle) likely account for 40%+ of revenue
- US export restrictions on H100/H200 chips to China removed a market that was $3-4B in annual revenue
Opportunities
Advanced Micro Devices
- The rapid advancement of generative AI and large language models presents Advanced Micro Devices, Inc. with opportunities to automate operations, enhance products, and develop new AI-native services.
- Advanced Micro Devices, Inc. operates in the Semiconductors segment of the broader Technology sector, which represents a $5.0 trillion by 2027 (IDC Global Technology Market). Even modest share gains i
- Emerging markets — particularly India (1.4B people, rapidly growing middle class), Southeast Asia (700M people), and Sub-Saharan Africa — represent significant untapped addressable markets for Advance
NVIDIA
- The rapid advancement of generative AI and large language models presents NVIDIA with opportunities to automate operations, enhance products, and develop new AI-native services. Companies in Technolog
- NVIDIA operates in the Semiconductors segment of the broader Technology sector, which represents a $5.0 trillion by 2027 (IDC Global Technology Market). Even modest share gains in this environment tra
- Emerging markets — particularly India (1.4B people, rapidly growing middle class), Southeast Asia (700M people), and Sub-Saharan Africa — represent significant untapped addressable markets for NVIDIA'
Threats
Advanced Micro Devices
- Global economic slowdowns, inflation, or rising interest rates can reduce consumer and enterprise spending. Advanced Micro Devices, Inc.'s revenue is not fully insulated from macroeconomic cycles, and
- Increasing government regulation — particularly data privacy laws (GDPR, CCPA), antitrust enforcement, and trade restrictions — poses compliance costs and potential restrictions on Advanced Micro Devi
- The technology sector evolves at a pace where today's competitive advantages can erode quickly. New entrants with AI-native approaches, open-source alternatives, or disruptive business models could ch
NVIDIA
- Global economic slowdowns, inflation, or rising interest rates can reduce consumer and enterprise spending. NVIDIA's revenue is not fully insulated from macroeconomic cycles, and a recession scenario
- Increasing government regulation — particularly data privacy laws (GDPR, CCPA), antitrust enforcement, and trade restrictions — poses compliance costs and potential restrictions on NVIDIA's business m
- The technology sector evolves at a pace where today's competitive advantages can erode quickly. New entrants with AI-native approaches, open-source alternatives, or disruptive business models could ch
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Open Comparison ToolAdvanced Micro Devices vs NVIDIA: FAQ
- Is Advanced Micro Devices bigger than NVIDIA?
- By market capitalization, NVIDIA is larger at $4.38T vs Advanced Micro Devices's $315.31B.
- Which has better profit margins — Advanced Micro Devices or NVIDIA?
- NVIDIA has higher net profit margins (55.6%) compared to Advanced Micro Devices (12.5%). Gross and operating margins are compared in the table above.
- What sectors do Advanced Micro Devices and NVIDIA operate in?
- Advanced Micro Devices operates in the Technology sector (Semiconductors). NVIDIA operates in the Technology sector (Semiconductors).
- How does Advanced Micro Devices's revenue compare to NVIDIA's?
- Advanced Micro Devices generates $34.64B in annual revenue (TTM) while NVIDIA generates $215.94B. NVIDIA is the larger company by revenue as of 2026.