One-sentence summary
AMD's fiscal Q3 2026 brought data center revenue of $8.55 billion (+97% YoY, about 64% of total), versus Nvidia's fiscal Q2 2027 data center revenue of $89 billion (+117% YoY, about 93% of total); both are growing fast but Nvidia is roughly 10x larger.
Overview
On November 3, 2026, AMD reported fiscal Q3 2026 results; Nvidia's most recent report was fiscal Q2 2027 (quarter ended July 26, 2026, published August 26).
Core Comparison
| model | Period | Total revenue | Data center revenue | DC YoY | DC share |
|---|---|---|---|---|---|
| AMD | FY2026 Q3 | $13.38B | $8.55B | +97% | ~64% |
| Nvidia | FY2027 Q2 | $96.2B | $89.0B | +117% | ~93% |
Key Differences
- Growth: both saw data center revenue up around or above 97% YoY, driven by the same AI compute wave.
- Scale: Nvidia's data center revenue is roughly 10x AMD's, with a still-large share gap.
- Structure: Nvidia derives ~93% of revenue from data center; AMD is at 64% and expects over 80% by 2027, keeping a more diversified mix.