NVIDIA vs ADVANCED MICRO DEVICES: Business Model & Financial Comparison 2026
NVIDIA · Technology / Semiconductors
Financial Comparison
| Metric | NVDANVIDIA | ZAMDADVANCED MICRO DEVICES |
|---|---|---|
| Market Cap | $4.32T | N/A |
| Revenue (TTM) | $215.94B | N/A |
| Revenue Growth | 73.2% | N/A |
| Gross Margin | 71.1% | N/A |
| Operating Margin | 65.0% | N/A |
| Net Margin | 55.6% | N/A |
| Return on Equity | 101.5% | N/A |
| P/E (Trailing) | 37.4x | N/A |
| P/E (Forward) | 16.6x | N/A |
| Free Cash Flow | $58.13B | N/A |
| Cash | $62.56B | N/A |
| Total Debt | $11.41B | N/A |
Data sourced from Yahoo Finance. Green highlights indicate better performance for that metric. Use the interactive tool for real-time data.
Business Model Comparison
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 →ADVANCED MICRO DEVICES
ADVANCED MICRO DEVICES (AMD) BM stands as a leading company in Technology. Generating $32.03 billion in annual revenue (growing 35.6% year-over-year) and carrying a market capitalization of $469.75 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 (AMD) BM continues to execute on a multi-year strategic vision that bala…
Full ADVANCED MICRO DEVICES analysis →SWOT Analysis Comparison
Strengths
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.
ADVANCED MICRO DEVICES
- With a market capitalization of $469.75B, ADVANCED MICRO DEVICES (AMD) BM is one of the largest companies in its sector, providing the scale advantages of brand recognition, supplier leverage, and cap
- ADVANCED MICRO DEVICES (AMD) BM's gross margin of 51.5% is well above industry averages, reflecting pricing power, operational efficiency, or a high-value product mix. The operating margin of 13.7% de
- Revenue grew 35.6% year-over-year to $32.03B, indicating strong demand for ADVANCED MICRO DEVICES (AMD) BM's products and services and outperformance relative to many industry peers.
Weaknesses
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
ADVANCED MICRO DEVICES
- In the Semiconductors sector, larger competitors with greater economies of scale can exert pricing pressure and outspend ADVANCED MICRO DEVICES (AMD) BM on marketing, R&D, and distribution — limiting
- 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
Opportunities
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'
ADVANCED MICRO DEVICES
- The rapid advancement of generative AI and large language models presents ADVANCED MICRO DEVICES (AMD) BM with opportunities to automate operations, enhance products, and develop new AI-native service
- ADVANCED MICRO DEVICES (AMD) BM 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 gain
- 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
Threats
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
ADVANCED MICRO DEVICES
- Global economic slowdowns, inflation, or rising interest rates can reduce consumer and enterprise spending. ADVANCED MICRO DEVICES (AMD) BM's revenue is not fully insulated from macroeconomic cycles,
- 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
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Open Comparison ToolNVIDIA vs ADVANCED MICRO DEVICES: FAQ
- Is NVIDIA bigger than ADVANCED MICRO DEVICES?
- Both companies are significant players in their respective markets. See the financial comparison table above for current market capitalization data.
- Which has better profit margins — NVIDIA or ADVANCED MICRO DEVICES?
- See the profitability section of the comparison table above for gross margin, operating margin, and net margin data.
- What sectors do NVIDIA and ADVANCED MICRO DEVICES operate in?
- NVIDIA operates in the Technology sector (Semiconductors). ADVANCED MICRO DEVICES operates in the broader market sector.
- How does NVIDIA's revenue compare to ADVANCED MICRO DEVICES's?
- See the revenue row in the financial comparison table above for the most current trailing twelve-month revenue figures.