| Stage | AMD | % of rev | NVDA | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $11.5B | 100.00% | $96.2B | 100.00% | NVDA ×8.34 |
| Gross profit | $6.2B | 53.77% | $72.1B | 74.98% | NVDA +21.2pp |
| Operating income | $2.0B | 17.25% | $63.7B | 66.24% | NVDA +49.0pp |
| Pre-tax income | $2.6B | 22.11% | $71.5B | 74.32% | NVDA +52.2pp |
| Net income | $2.3B | 19.91% | $59.7B | 62.03% | NVDA +42.1pp |
| Stage | AMD | NVDA | Gap · A − B |
|---|---|---|---|
| Revenue | $11.5B100.00% | $96.2B100.00% | NVDA ×8.34 |
| Gross profit | 53.77%$6.2B | 74.98%$72.1B | NVDA +21.2pp |
| Operating income | 17.25%$2.0B | 66.24%$63.7B | NVDA +49.0pp |
| Pre-tax income | 22.11%$2.6B | 74.32%$71.5B | NVDA +52.2pp |
| Net income |
| 19.91%$2.3B |
| 62.03%$59.7B |
| NVDA +42.1pp |
AMD · HPQ 10-KDec 10 '25
“We also rely on Intel, AMD, and NVIDIA, or other suppliers to provide us with a sufficient supply of processors for the majority of our PCs and workstations.”
NVDA · HPQ 10-KDec 10 '25
“We also rely on Intel, AMD, and NVIDIA, or other suppliers to provide us with a sufficient supply of processors for the majority of our PCs and workstations.”
AMD · RMBS 10-KFeb 18 '26
“Leading semiconductor and electronic system companies, such as AMD, Amlogic, Broadcom, CXMT, IBM, Infineon, Kioxia, Marvell, MediaTek, Micron, Nanya, Nuvoton, NVIDIA, Phison, Qualcomm, Samsung, Silicon Motion, SK hynix, Socionext, STMicroelectronics, Toshiba, Western Digital and Winbond have licensed our patents.”
NVDA · RMBS 10-KFeb 18 '26
“Leading semiconductor and electronic system companies, such as AMD, Amlogic, Broadcom, CXMT, IBM, Infineon, Kioxia, Marvell, MediaTek, Micron, Nanya, Nuvoton, NVIDIA, Phison, Qualcomm, Samsung, Silicon Motion, SK hynix, Socionext, STMicroelectronics, Toshiba, Western Digital and Winbond have licensed our patents.”
AMD · DOCN 10-KFeb 24 '26
“In 2025, we entered into multiple strategic partnerships, including with Laravel, which is using DigitalOcean for its Laravel VPS offering, fal, a leading multimodal AI platform for generative media, and an expanded partnership with AMD, which launched a DigitalOcean-powered developer cloud in 2025.”
NVDA · DOCN 10-KFeb 24 '26
“In 2025, we released a range of new AI products and platform capabilities, including Gradient® AI GPUs from AMD and NVIDIA, and major enhancements to the Gradient® AI Platform such as VPC support, image and video models, and the Agent Development Kit ("ADK").”
AMD · MRCY 10-KAug 18 '26
“We use the latest Altera® programmable solutions, AMD FPGAs, as well as NVIDIA GPU products in our embedded high-performance processing technologies.”
NVDA · MRCY 10-KAug 18 '26
“We use the latest Altera® programmable solutions, AMD FPGAs, as well as NVIDIA GPU products in our embedded high-performance processing technologies.”
AMD · CRWV 10-KMar 2 '26
“CoreWeave clusters also use cutting edge CPUs, including AMD and Intel chips, to power compute-intensive projects and to help our customers get more out of GPU compute.”
NVDA · CRWV 10-KMar 2 '26
“For example, as a result of our obligations in our current customer contracts, all of the GPUs used in our infrastructure today are NVIDIA GPUs.”
AMD 10-KFeb 4 '26
“We rely on Taiwan Semiconductor Manufacturing Company Limited (TSMC) for the production of all wafers for microprocessor and GPU products at 7 nanometer (nm) or smaller nodes, and we rely primarily on GLOBALFOUNDRIES Inc. (GF) for wafers for microprocessor and GPU products manufactured at process nodes larger than 7 nm.”
NVDAFeb 25 '26
“We utilize foundries, such as Taiwan Semiconductor Manufacturing Company Limited, or TSMC, and Samsung Electronics Co., Ltd., or Samsung, to produce our semiconductor wafers.”
AMD · INGM 10-KMar 3 '26
“Our vendors include many of the largest tech companies, including Advanced Micro Devices, Apple, Amazon Web Services (AWS), Cisco, Dell Technologies, Hewlett Packard Enterprise, HP Inc., Lenovo, Microsoft, NVIDIA and Super Micro Computer.”
NVDA · INGM 10-KMar 3 '26
“Our vendors include many of the largest tech companies, including Advanced Micro Devices, Apple, Amazon Web Services (AWS), Cisco, Dell Technologies, Hewlett Packard Enterprise, HP Inc., Lenovo, Microsoft, NVIDIA and Super Micro Computer.”
AMD · IREN 10-KAug 27 '26
“We maintain relationships with semiconductor manufacturers, original equipment manufacturers ("OEMs"), original design manufacturers ("ODMs"), and other infrastructure suppliers, including NVIDIA, AMD, Dell Technologies, Lenovo, Supermicro, Gigabyte and leading storage and networking providers.”
NVDA · IREN 10-KAug 27 '26
“In addition, in May 2026 we entered into a five-year cloud services contract with NVIDIA to support its internal AI and research workloads representing approximately $3.4 billion of total contract value.”
AMD 10-KFeb 4 '26
“We also utilize TSMC, United Microelectronics Corporation (UMC) and Samsung Electronics Co., Ltd. for our integrated circuits (IC) in the form of programmable logic devices.”
NVDAFeb 25 '26
“We utilize foundries, such as Taiwan Semiconductor Manufacturing Company Limited, or TSMC, and Samsung Electronics Co., Ltd., or Samsung, to produce our semiconductor wafers.”