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1Repair Windows errors before they cause bigger problems2Scan for outdated or missing drivers - takes under a minute3Clear out junk files and repair common Windows errorsAMD’s AI business is growing quickly, but the available company-reported figures do not show that it has overtaken Nvidia. AMD reported sharp year-over-year growth in Data Center revenue and described expanding accelerator deployments and a rack-scale platform. Nvidia, meanwhile, reported far greater revenue at the scale of its full fiscal year. The figures cover different periods, so they show momentum and scale—not a like-for-like market-share comparison.
Is AMD catching Nvidia in AI?
AMD has a credible growth story in AI infrastructure: Data Center revenue rose 107% year over year in its second quarter of FY2026, and its annual report describes customer deployments of MI350X Series GPUs. Nvidia remains much larger by the annual revenue figures available here. Neither revenue growth nor company descriptions of deployments establish which vendor has more accelerator market share, or how their products perform on the same workloads.
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The clearest way to read the comparison is to keep the periods and claims distinct. The figures below are company-reported results, not an independent market-share estimate.
| Company and period | Total revenue | Data Center revenue | What the figure shows |
|---|---|---|---|
| AMD, Q2 FY2026 | $11.536 billion, up 50% year over year | $6.718 billion, up 107% year over year | A single-quarter result. AMD’s Q2 FY2026 presentation says the prior-year comparison included $800 million in inventory and related charges associated with U.S. export controls on MI308 products. |
| AMD, FY2025 | $34.6 billion | $16.6 billion | Full-year revenue; the company also reported $14.6 billion in Client and Gaming revenue. |
| Nvidia, FY2026 | $215.9 billion, up 65% year over year | $193.7 billion | Full-year revenue. Nvidia’s FY2026 results release reported that Data Center revenue was up 68% for the year. |
AMD’s quarterly total cannot be compared directly with Nvidia’s annual total as if they covered the same period. Even the two annual figures are for different fiscal years. They establish that Nvidia’s reported business is much larger in absolute revenue terms; they do not, by themselves, measure the share of AI accelerators sold, installed, or used.
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The AMD growth rate also needs context. Its FY2026 Q2 presentation says the year-earlier comparison included $800 million in MI308-related inventory and other charges tied to U.S. export controls. Separately, AMD’s FY2025 annual report discusses approximately $440 million in net inventory and related charges associated with MI308 export controls. Those are disclosures for different reporting contexts and should not be combined into a single adjustment.
What is changing in the AI infrastructure competition?
The competition is broader than a contest between two accelerator chips. Buyers building AI capacity evaluate processors, accelerators, networking, interconnects, complete systems, software, supply, and how equipment fits into a data center. AMD and Nvidia both describe platform-level development, though company roadmaps and customer announcements are not the same thing as independent evidence of comparable performance or broad availability.
AMD: Instinct accelerators and a rack-scale direction
AMD’s FY2025 annual report attributes Data Center growth to EPYC server processors and Instinct accelerators. It says large hyperscale customers, OEMs, and ODMs deployed MI350X Series GPUs, and describes an annual cadence for Instinct products. These are AMD’s descriptions of its business and product plans.
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The same report previewed Helios, a rack-scale platform designed to integrate CPUs, GPUs, and networking. That matters because large-scale AI deployments are systems decisions, not simply purchases of individual GPUs. A preview or roadmap, however, should not be treated as proof that a platform is generally orderable or deployed at a particular scale.
AMD’s Q2 FY2026 presentation also described the ROCm.ai developer experience and the launch of MI350P. Those details indicate ongoing product and software activity; they do not establish a head-to-head performance result against Nvidia.
Nvidia: Blackwell, Rubin, and a much larger reported business
Nvidia’s FY2026 annual report describes work across its Blackwell and Rubin platforms, alongside its Data Center, Gaming, Professional Visualization, and Automotive businesses. Its FY2026 results release reported $193.7 billion in Data Center revenue for the full year, up 68% year over year.
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Nvidia’s FY2026 results release also gave an outlook of $78.0 billion, plus or minus 2%, for FY2027 Q1 revenue, with no Data Center compute revenue from China assumed. That was management guidance for a future quarter when the release was issued—not a realized result or a current forecast. It should not be used as evidence of what Nvidia ultimately reported for that quarter.
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Revenue combines a company’s sales across products and reporting periods; it is not a direct count of accelerator units, deployed capacity, or workloads. Nvidia’s Data Center revenue is a relevant indicator of business scale, while AMD’s accelerating Data Center revenue signals growth. Neither tells readers, on its own, how the vendors divide the AI accelerator market.
- Growth and scale answer different questions. AMD’s 107% quarterly Data Center growth rate describes change from a year earlier. Nvidia’s $193.7 billion is a full-year Data Center revenue figure. A high growth rate does not mean the smaller business has become the larger one.
- Customer statements need attribution. AMD’s reported MI350X deployments are evidence of what AMD says customers have deployed, not an independent measure of market share or a disclosure of every customer’s purchase volume.
- Product roadmaps are not deployment results. MI350, Helios, Blackwell, and Rubin belong to platform and product discussions, but a roadmap announcement does not establish comparable shipments, availability, or real-world workload performance.
- Revenue is not a matched benchmark. A sound performance comparison would require independent testing on equivalent workloads and configurations. The cited company disclosures do not provide that comparison.
AMD’s FY2025 annual report also discusses export-control-related inventory and other charges, while Nvidia’s FY2027 Q1 guidance excluded Data Center compute revenue from China. These disclosures show that regulation and geography can affect company results and assumptions. They do not establish the future size or direction of either company’s business.
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How the software ecosystems fit into the choice
AMD provides ROCm documentation, and Nvidia provides CUDA Toolkit developer resources. Both are official software and developer platforms associated with their respective hardware ecosystems. Their existence is relevant when evaluating a deployment, but the cited materials do not quantify comparative compatibility, developer adoption, performance on matched workloads, or the cost and effort of moving software between platforms.
For an organization choosing hardware, the practical question is whether its specific models, frameworks, libraries, and production workflow work reliably on the proposed system—and what engineering effort deployment and ongoing support require. Those questions need to be answered for the buyer’s actual workloads; platform names alone cannot resolve them.
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Are Radeon and GeForce part of the same comparison?
Only in the broad sense that both companies also sell into consumer graphics. AMD’s annual report identifies Radeon gaming GPUs, while Nvidia’s annual report identifies Gaming as one of its market platforms. That is a separate arena from AI data-center accelerators and rack-scale systems: a consumer graphics card should not be treated as equivalent to an enterprise accelerator deployment.
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A current gaming-card comparison requires specific models, prices, availability, power use, and game benchmarks. The company filings cited here do not establish those model-level details, so they cannot support a buying verdict between a current Radeon and GeForce card.
What the evidence supports—and what it doesn’t
The “new narrative” is a change in emphasis: AMD is reporting fast Data Center growth and describing a broader accelerator and rack-scale effort, while Nvidia remains far larger by the disclosed annual revenue figures. That makes AMD’s challenge more consequential to follow, but it does not prove a reversal in market leadership.
The figures and company descriptions above come from AMD’s FY2025 Form 10-K, filed February 4, 2026; AMD’s Q2 FY2026 financial results presentation, dated August 4, 2026; Nvidia’s FY2026 Form 10-K, filed May 12, 2026; and Nvidia’s FY2026 fourth-quarter and full-year results release. The ROCm and CUDA Toolkit references are each company’s official developer resources.
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