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Nvidia and AMD Show Strong Growth in AI Market
Nvidia (NASDAQ: NVDA) reported a revenue increase of 56% year-over-year for Q2 of fiscal 2026, totaling $46.7 billion, with data centers contributing nearly $41.1 billion. The company is producing 1,000 new Blackwell Ultra GB300 racks weekly and expects to ramp up production further in Q3. Nvidia anticipates the global AI infrastructure market will reach $3 to $4 trillion by 2030.
Advanced Micro Devices (NASDAQ: AMD) also saw a revenue growth of 32% year-over-year in Q2 of fiscal 2025, reaching $7.7 billion. Data Center revenues rose 14% to $3.2 billion, despite a loss of $800 million from export restrictions on advanced processors to China. AMD supports nearly 1,200 EPYC cloud instances and continues to expand its presence in the AI hardware market, maintaining competitiveness against Nvidia.
Both companies are trading at premium valuations, with Nvidia at 39.5 times and AMD at 42 times forward earnings, reflecting strong growth prospects in the rapidly evolving AI landscape.
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