By Alex Sirois
Publication Date: 2026-10-12 16:45:00
Quick Read
NVIDIA (NVDA) ships Vera Rubin now and reports earnings November 17, giving it a near-term edge over AMD (AMD) heading into year-end.
NVIDIA raises its revenue opportunity to $40B per gigawatt with Vera Rubin, up from $25B with Blackwell, while AMD’s Helios volumes don’t scale until 2027.
AMD surged 184% year to date and trades at 40x forward earnings; NVIDIA sits at 25x after a 23% gain, making it the cheaper momentum play.
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NVIDIA (NASDAQ:NVDA) and AMD (NASDAQ:AMD) both posted record quarters this summer. At each company, Data Center did most of the work. NVIDIA reported $96.22B in revenue on August 26, 2026. AMD reported $11.54B on August 4, 2026. NVIDIA sells entire AI systems, while AMD is just launching its first rack-scale rival. With one quarter left in 2026, timing matters.
Rubin Is Shipping Now, Helios Is Just Getting Started
NVIDIA’s Data Center segment brought in $89.02B, up 117% year over year. NVIDIA’s story is now almost entirely about AI infrastructure. Networking grew 138% to $40.31B, which shows customers are buying complete systems. Vera Rubin production shipments began in August…
