A Yahoo Finance analysis article points out that although NVIDIA continues to widen its lead over Advanced Micro Devices (AMD) in terms of revenue scale and growth trajectory in the artificial intelligence (AI) chip market, AMD's stock price has risen by over 120% as of August 3, 2026, while NVIDIA's stock price increased by approximately 10% during the same period.

The analysis mentions that NVIDIA recently partnered with the Japanese government to launch a national infrastructure factory and reported a net profit margin of 72% for the quarter ended April 26, 2026. AMD, on the other hand, launched its next-generation computing product portfolio and secured several large-scale infrastructure commitments, including an expanded partnership with Meta Platforms this year, with a net profit margin of 14% for the quarter ended March 28, 2026. The article suggests that despite NVIDIA's dominant revenue, AMD is seen as having greater upside potential.