NVIDIA vs. SMCI: Which AI Hardware Stock Is the Better Buy Now?

Key Takeaways NVIDIA's revenues rose 62% YoY to $57B in Q3 FY26, with Q4 seen near $65B.NVDA's gross margin hit 73.4%, while SMCI's fell to 6.3% in Q2 FY26.NVIDIA's 99.2% ROE and lower debt ratio were higher than SMCI's 17.8% ROE and higher leverage. NVIDIA Corporation (NVDA) and Super Micro Computer, Inc. (SMCI) are both currently riding the artificial intelligence (AI) infrastructure boom. But with Supermicro facing margin pressure and NVIDIA offering far stronger profitability metrics, could NVDA now be ...