Nvidia reported far more data-center revenue than AMD in the latest quarters covered here, while AMD disclosed a faster year-over-year growth rate and segment operating income. Nvidia reported $89.0 billion in Data Center revenue for fiscal Q2 2027, ended July 26, 2026. AMD reported $6.718 billion for fiscal Q2 2026, ended June 27, 2026, up 107% year over year. Those results show a large difference in reported scale, but the quarters ended a month apart and the companies do not disclose all the same segment-level measures.
How do Nvidia and AMD compare in data-center revenue?
In their respective latest reported quarters in this comparison, Nvidia’s Data Center revenue was about 13.3 times AMD’s, based on the reported $89.0 billion and $6.718 billion. The periods are not synchronized: Nvidia’s fiscal Q2 2027 ended July 26, 2026, while AMD’s fiscal Q2 2026 ended June 27, 2026. The ratio is a comparison of reported revenue for those specific periods—not a market-share estimate or a product-for-product comparison.
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| Measure | Nvidia | AMD |
|---|---|---|
| Quarter and end date | Fiscal Q2 2027; July 26, 2026 | Fiscal Q2 2026; June 27, 2026 |
| Company revenue | $96.221 billion | $11.536 billion |
| Data-center revenue | $89.0 billion | $6.718 billion |
| Data-center year-over-year growth | Not stated in the cited Q2 FY27 release and filing | 107% |
| Company-wide GAAP gross margin | 75.0% | 54% |
| Company-wide GAAP operating income | $63.734 billion | $1.990 billion |
| Data-center segment operating income | Not stated in the cited Q2 FY27 release | $2.103 billion |
These are management-reported figures from Nvidia’s August 26, 2026 Q2 FY27 results and AMD’s August 4, 2026 Q2 FY26 release and filing. Nvidia’s release reports company-wide GAAP operating income and gross margin; those figures should not be attributed to its Data Center business. AMD’s Data Center operating income is a segment measure, distinct from AMD’s company-wide operating income.
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AMD reported the faster explicit year-over-year rate: Data Center revenue increased 107% to $6.718 billion in Q2 FY26. AMD’s Data Center segment had a $155 million operating loss in the year-ago quarter and reported $2.103 billion in operating income in Q2 FY26. AMD said the improvement reflected higher revenue and the absence of prior-year inventory charges related to U.S. government export controls on MI308 products.
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The figures provided here do not establish a matching Nvidia Data Center year-over-year growth rate for Q2 FY27, so they do not support a direct growth-rate ranking. Nvidia reported $89.0 billion in Data Center revenue for its quarter; a larger revenue base is not by itself evidence of a faster percentage growth rate.
How profitable are the data-center businesses?
AMD reports segment operating income
AMD’s $2.103 billion of Data Center operating income is the clearest segment-level profitability measure available in these disclosures. It is not the same as AMD’s total-company operating income of $1.990 billion: segment and company-wide results have different reporting scopes and corporate-level items.
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AMD’s company-wide Q2 FY26 gross margin was 54%, compared with 40% in Q2 FY25. The year-over-year improvement should be read in light of the prior-year MI308-related inventory charges tied to U.S. export controls, as well as product mix; it is not a pure measure of a change in data-center economics.
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Nvidia’s cited figures are company-wide
Nvidia reported a 75.0% GAAP gross margin and $63.734 billion of GAAP operating income for Q2 FY27. Its cited earnings release does not provide Data Center segment operating income. Comparing Nvidia’s company-wide results with AMD’s Data Center segment income would mix different levels of reporting and would not show which data-center business is more profitable.
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What products and demand are driving each company?
AMD: server CPUs and accelerators
AMD’s Data Center segment includes AI accelerators, server microprocessors, GPUs, APUs, DPUs, AI network interface cards, FPGAs, and adaptive SoC products for data centers. For Q2 FY26, AMD identified EPYC server processors and Instinct MI350 Series GPUs as its main Data Center demand drivers.
AMD’s fiscal 2025 results provide an annual baseline: the company reported $16.6 billion in Data Center revenue and $3.6 billion in Data Center operating income for the year, with segment revenue up 32% from fiscal 2024. AMD said growth was driven primarily by EPYC processors and Instinct GPU accelerators.
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Nvidia: accelerated computing and AI systems
Nvidia said demand for data-center products for accelerated computing and AI solutions drove its quarterly and first-half revenue growth. Its Q2 FY27 filing said Blackwell accounted for the majority of system shipments. Nvidia also reported that production shipments of its Vera Rubin data-center architecture began in Q3 FY27.
Nvidia reports two operating segments, Compute & Networking and Graphics, and separately communicates Data Center revenue. Its Compute & Networking segment is not interchangeable with Data Center revenue; the segment figure should not be used as a substitute for the Data Center measure.
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What do the companies’ outlooks and commitments say about execution?
Nvidia: forecast and capacity exposure
Nvidia forecast Q3 FY27 total revenue of $108.0 billion, plus or minus 2%. This is an outlook, not a reported result. The company said the forecast assumed no Data Center compute revenue from China. In its Q2 FY27 filing, Nvidia reported $279 billion in supply and capacity commitments as of July 26, 2026, up from $119 billion the previous quarter. It also described risks involving manufacturing capacity, supply, quality, customer deployment readiness, and the availability of land, power, data-center shells, and capital. Commitments indicate planned capacity needs; they do not guarantee that capacity will become sales.
AMD: intended large-scale deployments
AMD disclosed multi-year agreements under which OpenAI and Meta each intend to deploy up to 6 gigawatts of AMD data-center GPUs, with initial deployments powered by MI450 Series products. AMD also disclosed warrants tied to purchase milestones and other conditions. These are stated intentions and agreement terms, not evidence that the full deployments have occurred or that the maximum amount is booked revenue.
AMD CFO Jean Hu said the company expected Data Center sales to accelerate in the second half of 2026, driving stronger overall revenue growth and continued earnings expansion. That is management’s outlook, not an established result.
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They are comparable in limited, clearly defined ways: reported Data Center revenue indicates scale, and AMD’s reported segment operating income gives a view of its segment profitability. The quarter-end dates differ by a month, and the fiscal-year labels differ. The reported revenue comparison therefore does not describe identical calendar periods.
- Do not treat revenue as market share. The companies have different product portfolios and reporting boundaries. AMD’s Data Center segment includes server CPUs and several classes of accelerator and adaptive-computing products; Nvidia’s disclosures use a different segment structure.
- Do not substitute total-company results for segment results. Nvidia’s cited operating income and gross margin are company-wide, while AMD separately reports Data Center operating income.
- Do not treat forecasts or deployment plans as realized revenue. Nvidia’s Q3 outlook and supply commitments, and AMD’s intended OpenAI and Meta deployments, describe future expectations or plans rather than completed sales.
The official company materials cited for these figures are Nvidia’s Q2 FY27 earnings release and Form 10-Q, AMD’s Q2 FY26 earnings release and Form 10-Q, and AMD’s fiscal 2025 Form 10-K. This comparison covers reported operations; it does not estimate market share, product benchmarks, valuation, or investment returns.
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