AMD Closes AI Gap, But Nvidia Remains Top Dog in Data Center

AMD posted record revenue of $11.54 billion in its latest quarter, with Data Center revenue more than doubling to $6.72 billion and accounting for 58% of total revenue. EPYC server chips grew by over 70% year-over-year, and Instinct more than doubled.

Lisa Su highlighted the strong customer demand for Helios, a new rack combining EPYC Venice, MI450 GPUs, and Pensando networking, with Anthropic committing to up to two gigawatts of MI450 series GPUs in Helios, starting with one gigawatt in 2027.

NVIDIA, on the other hand, delivered Data Center revenue of $75 billion, up 92%, with networking nearly tripling year-over-year. Jensen Huang said NVIDIA sees $1 trillion in Blackwell and Rubin revenue from 2025 through calendar 2027 and is growing share in inference quickly.