By The Globe and Mail
Publication Date: 2026-02-10 14:09:00
Advanced Micro Devices(NASDAQ: AMD) or Nvidia(NASDAQ: NVDA) — which one to buy? It’s a timeless argument, whether you’re talking about gaming GPUs or artificial intelligence (AI). Nvidia has been the biggest winner overall, rising nearly 1,110% since 2023 compared to AMD’s 209% gain.
However, since 2025, AMD has been the better pick, rising 65% versus Nvidia’s 30%. While Nvidia has established a strong foothold in the AI arena, AMD looks to be clawing back. Which is the better stock for 2026? Let’s find out.
Will AI create the world’s first trillionaire? Our team just released a report on the one little-known company, called an “Indispensable Monopoly” providing the critical technology Nvidia and Intel both need. Continue ยป
Image source: Getty Images.
Nvidia is growing faster
The primary way both companies compete in the AI space is through their graphics processing units (GPUs), which are perfectly suited to process complex workloads like AI. Nvidia’s full stack outperforms AMD’s, so it was the clear choice at the start of the AI revolution.
However, AMD has improved its offerings as of late, and it may be enough of an improvement to warrant switching to some AMD equipment. Furthermore, AMD’s products are far cheaper than Nvidia’s, so when capital budgets get tight, AMD may see more of an adoption.
However, Nvidia is still king. During AMD’s Q4, its data center revenue rose 39% year over year. If Nvidia reports 39% data center revenue growth for Q4, the stock would crater…
