While both $Advanced Micro Devices(AMD)$ and $NVIDIA(NVDA)$ maintain diversified business portfolios, their reliance on data centers couldn't be more contrasting. During Q3 2025, data centers accounted for 49% of $Advanced Micro Devices(AMD)$ 's total revenue, with client & gaming segments contributing 44% and embedded processors at 9%. This stands in stark contrast to $NVIDIA(NVDA)$ , where a staggering 88% of revenue originates from data center operations.
While the AI hyperscale boom has been a windfall for $NVIDIA(NVDA)$ , such concentration also creates vulnerability. Should tech titans trim their AI spending spree, $NVIDIA(NVDA)$ would face disproportionate impact compared to AMD. Though nearly half of $Advanced Micro Devices(AMD)$ 's revenue still hinges on data center hardware, management remains confident in sustained industry momentum.
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