The analysis highlights AMD's Data Center revenue more than doubling year-over-year to $6.72 billion and its Q2 FY26 revenue reaching $11.54 billion, up 50.11% YoY. AMD CEO Lisa Su projects the AI accelerator market to hit $1.4 trillion by 2030, with Anthropic committing 2 GW and Meta 6 GW of MI450 deployments. While NVIDIA's Q2 FY27 revenue grew 106% to $96 billion, analysts believe AMD offers a more compelling risk-reward profile despite its higher P/E ratio.