Nvidia Outpaces AMD in Revenue Growth
Nvidia (NASDAQ: NVDA) reported a revenue of $68.1 billion for Q1 2026, significantly leading Advanced Micro Devices (AMD) (NASDAQ: AMD), which recorded $10.3 billion for the same quarter. This marks a substantial revenue gap as Nvidia continues to demonstrate a remarkable 63% net income margin, showcasing its dominance in the semiconductor sector, particularly in AI technology.
In comparison, AMD’s revenue growth appears more gradual, with $10.3 billion for Q1 2026. While AMD maintains a net income margin of approximately 13%, its revenue expansion has included moderate increases with some flat quarters. Investors are advised to monitor the widening gap between the two companies as industry dynamics continue to evolve.
Quarterly Revenue Overview
| Quarter (Period End) | Advanced Micro Devices Revenue | Nvidia Revenue |
|---|---|---|
| Q1 2026 | $10.3 billion | $68.1 billion |
| Q4 2025 | $10.3 billion | $57.0 billion |
| Q3 2025 | $9.2 billion | $46.7 billion |
Data source: Company filings. Data as of May 10, 2026.
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