Nvidia Vs Amd Stock Comparison Investing Com

Bonisiwe Shabane

-Dec 31, 2025, 5:54 PM

nvidia vs amd stock comparison investing com

English Markets Specialist at Investing.com (SEO) BA (Hons) Business (1st) University of Coventry, England Financial Markets Copyeditor - Investing.com Rachael has a Bachelor’s degree in mass media from Wilson College, Mumbai and a Master’s degree in English from Pune University. Investing in technology stocks requires understanding not just current performance metrics but the fundamental strengths, market positioning, and long term potential of companies. When considering semiconductor giants like Nvidia and AMD, investors face a choice between two formidable competitors that dominate different segments of the chip market.

But how do these companies truly compare as investment opportunities? Compare and contrast key facts about NVIDIA Corporation (NVDA) and Advanced Micro Devices, Inc. (AMD). Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NVDA or AMD. In the year-to-date period, NVDA achieves a 39.69% return, which is significantly lower than AMD's 78.28% return. Over the past 10 years, NVDA has outperformed AMD with an annualized return of 72.50%, while AMD has yielded a comparatively lower 54.00% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options. This table presents a comparison of risk-adjusted performance metrics for NVIDIA Corporation (NVDA) and Advanced Micro Devices, Inc. (AMD). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options. NVDA Sector: Technology Industry: Semiconductors AMD Sector: Technology Industry: Semiconductors

All financial data is based on trailing twelve months (TTM) periods - updated quarterly, unless otherwise specified. Report dates are normalized to the corresponding fiscal quarter end, to ensure consistent comparisons across companies. The information provided on this website is for general informational purposes only and does not constitute investment advice, financial advice, trading advice, or any other form of advice. Fullratio.com is not a registered investment advisor, broker, or dealer. You should not rely solely on the information on this site when making investment decisions. Always consult with a qualified financial advisor before making any investment.

No guarantees are made regarding the completeness, accuracy, or reliability of any information provided on fullratio.com. Past performance is not indicative of future results. NVIDIA Corporation NVDA and Advanced Micro Devices, Inc. AMD sit at the center of the artificial intelligence (AI) hardware revolution. Both are crucial players in the semiconductor space, competing directly in high-performance computing, graphics processing units (GPUs) and AI accelerators. While both companies are deeply committed to powering the next wave of AI computing, investors must be wondering which stock looks like the stronger bet right now.

Let’s break down their fundamentals, growth drivers and valuations to find out. NVIDIA remains the backbone of the AI boom, with its GPUs powering everything from cloud data centers to self-driving vehicles. The company continues to dominate the AI infrastructure market, driven by explosive demand from cloud providers and enterprises. In the second quarter of fiscal 2026, NVIDIA’s data center revenues surged 56% year over year to $41.1 billion, underlining the strength of its core business. The company’s new GPU architectures, Hopper 200 and Blackwell, are rapidly gaining adoption as customers race to expand AI capabilities. The upcoming Blackwell Ultra and Vera Rubin platforms could further cement NVIDIA’s leadership as the AI hardware race intensifies.

NVIDIA also secured U.S. government approval in August 2025 to sell its H20 chips in China under a revenue-sharing deal, where it pays 15% of Chinese H20 sales to the U.S. government. This move helps NVIDIA regain ground in China, a market that once contributed more than 20% of its revenues but has recently declined due to export restrictions. Regaining this access could stabilize a key revenue stream. Advanced Micro Devices (AMD) and NVIDIA (NVDA) are leading semiconductor companies at the forefront of the AI and computing revolution, making their stock comparison essential for understanding competitive dynamics in the tech sector.

AMD focuses on CPUs, GPUs, and integrated solutions across data centers, PCs, and gaming, while NVDA excels in GPUs for AI, graphics, and data acceleration. Investors and traders interested in high-growth tech stocks, particularly those eyeing AI-driven opportunities, may evaluate these side by side to assess relative performance, sector exposure, and potential trade-offs. This analysis highlights recent market activity, helping portfolio managers, retail investors, and analysts navigate sentiment shifts and growth drivers in a volatile environment shaped by innovation and global demand. Advanced Micro Devices operates in the semiconductor industry, designing high-performance processors for data centers, personal computing, gaming consoles, and embedded systems. Its Ryzen CPUs and EPYC server chips have gained traction, complemented by Radeon GPUs and Instinct accelerators for AI workloads. In recent weeks, AMD's stock has experienced volatility, declining amid broader market pressures but maintaining resilience through strong quarterly results.

The company reported record third-quarter revenue of $9.25 billion, up 36% year-over-year, fueled by client and gaming segments. Key developments include expanded collaborations with hyperscalers and AI infrastructure advancements, such as new rack-scale systems with HPE. Sentiment has been influenced by analyst optimism, with price targets suggesting significant upside, despite short-term pullbacks tied to competitive AI chip dynamics and export reviews. NVIDIA specializes in graphics processing units and AI computing platforms, serving data centers, gaming, professional visualization, and automotive markets. Its CUDA software ecosystem and Hopper/Blackwell architectures dominate AI training and inference. In recent market activity, NVDA's stock has shown a pullback after earlier gains, reflecting adjustments in AI hype and regulatory considerations.

Third-quarter results demonstrated robust growth, with revenue increasing 56% year-over-year, driven by data center demand. Notable events include U.S. approvals for investments in Intel and plans for H200 chip shipments to China, boosting pre-market rises. Market sentiment remains positive, supported by analyst buy ratings and projections for continued expansion in AI infrastructure, though moderated by concerns over demand sustainability and competition. Tickeron provides AI trading bots for both AMD and NVDA, offering automated strategies based on technical indicators and market data. For AMD, the AI Trading Double Agent, 15min focuses on short-term trades.

For NVDA, included in a multi-ticker strategy, the AI Trading Agent (9 Tickers), 15min analyzes patterns across several stocks for intraday opportunities. AMD and NVDA share exposure to the semiconductor sector, particularly AI and data centers, but differ in business models: AMD emphasizes integrated CPU-GPU solutions and diversification across client devices, while NVDA prioritizes specialized GPU... Growth drivers for AMD include EPYC adoption and AI accelerators like MI300, projecting 25-30% annual earnings expansion, whereas NVDA's catalysts center on hyperscaler demand and software moats, with 49% expected EPS growth in fiscal... Recent momentum favors AMD's outperformance, up 78% over the past year versus NVDA's 34%, amid pullbacks from highs. Risk factors include export restrictions to China, impacting NVDA more due to its larger AI chip reliance, and supply chain disruptions; both face competition from emerging players like custom TPUs. Sector exposure ties them to tech cycles, with NVDA more sensitive to AI hype volatility and AMD benefiting from broader PC recovery.

Market sentiment leans bullish for both, but AMD's lower forward P/E of 47 versus NVDA's 45 suggests relative value amid contrasts in scale—NVDA's $4.47 trillion market cap dwarfs AMD's $349 billion. If you have semiconductor stocks on your radar, there’s a good chance you’re struggling to choose between Nvidia and Advanced Micro Devices (AMD), the two titans in the constantly changing tech war. Although both firms are at the core of the AI hardware revolution, each has its own strengths, growth stories, and risk profiles. Picking between the two is just like selecting our most favorite Marvel superhero, where they’re both strong, awesome, and both can rescue your portfolio. If you’re looking to invest in stability or potential for the upside, to know the main difference is the key. In the AI arms race, Nvidia is now the unchallenged king.

With GPUs behind everything from video games to trillion-parameter AI models, Nvidia is now inseparably linked with a modified and innovative computing system. Nvidia has an estimated 90% of the data center GPU market share, and its chips are broadly accepted as the gold standard for inference and training AI. Its CUDA ecosystem and software support provide it with an advantage that reaches beyond hardware. It’s the platform of choice for developers and enterprise customers. Nvidia recently reached a $4 trillion market cap milestone, which is an indication of investor interest and strong fundamentals. Its data center business alone achieved triple-digit growth in the last few quarters, as hyperscalers such as Microsoft, Meta, and Google drive demands.

If you’re considering which tech stock to buy today, you’re probably torn between Nvidia (NVDA) and AMD (AMD), two giants in the semiconductor world. Both are at the forefront of AI chip technology, but each has its own strengths and unique opportunities. Here’s a closer look at both companies to help you decide which one might be the better investment for your portfolio. Nvidia has long been the leader in the GPU market, particularly in the AI and data center space. With a market share of around 90%, Nvidia’s dominance is hard to ignore. Their GPUs power everything from gaming rigs to high-end AI applications, making Nvidia a top pick for investors betting on the future of artificial intelligence.

Financial Performance: Nvidia recently hit a major milestone, surpassing a $4 trillion market cap, solidifying its position as a major player in tech. Analyst Sentiment: Analysts are bullish on Nvidia, with Morgan Stanley recently raising its price target for the stock from $170 to $200, citing long-term growth driven by strong demand for AI hardware and data... Future Prospects: Nvidia’s upcoming Blackwell chip launch is generating a lot of excitement, expected to drive revenue growth in the second half of 2025. With AI applications set to grow, Nvidia is positioned for sustained success.

Nvidia Vs Amd Stock Comparison Investing Com

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English Markets Specialist At Investing.com (SEO) BA (Hons) Business (1st)

But How Do These Companies Truly Compare As Investment Opportunities?

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All Financial Data Is Based On Trailing Twelve Months (TTM)

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