Nvidia Vs. AMD: The Gap Isn't Closing — It's Getting Wider

Core Insights - Nvidia is significantly outpacing competitors like AMD and Broadcom in the AI chip market, with a focus on its growth trajectory rather than rivalry [1][6] - Nvidia's projected revenue for the October quarter is $54 billion, representing a 54% increase year-over-year, indicating strong growth momentum [2] - AMD reported $9.25 billion in revenue for its third quarter, a 36% increase, but it is not yet competitive with Nvidia's rapid growth [3] Nvidia's Market Position - Nvidia has secured $500 billion in commitments for its next-generation Blackwell and Rubin chips, which is substantially larger than its projected $130 billion revenue for the fiscal year ending January 2025 [3][4] - Most of these commitments will not be reflected in revenue until 2026, but analysts expect Nvidia to achieve $207 billion in revenue this fiscal year, suggesting conservative projections [4] Competitive Landscape - Despite losing the Chinese market, Nvidia continues to experience over 50% growth, indicating resilience and strong demand for its products [5] - The narrative surrounding AMD and Nvidia is often framed as a competition, but the data suggests that Nvidia is accelerating while AMD is merely progressing [6]