Comparing Revenue Trends of Nvidia and Alphabet: Insights for AI Investors

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Key Revenue Comparisons: Nvidia vs. Alphabet

Nvidia (NASDAQ: NVDA) exhibited notable revenue growth, posting $81.6 billion for the quarter ended April 2026, up from $30 billion in Q3 2024, demonstrating a strong upward trend. In contrast, Alphabet (NASDAQ: GOOGL) achieved $119.8 billion in the same quarter, up from $88.3 billion in Q3 2024, benefiting from a robust digital advertising market. While Alphabet’s margin stood at 94%, Nvidia reported a margin of 72% for the quarter.

Over the past eight quarters, both companies consistently reported positive quarter-over-quarter growth, with Nvidia’s revenue forecast expected to reach $91 billion in the next quarter. Meanwhile, Alphabet’s Google Cloud business grew 82% year-over-year to $24.8 billion, highlighting strong demand for AI services. These data points emphasize the growing competitive landscape as investors watch for shifts in the revenue gap between the two giants.

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