Key Takeaways NVIDIA's data center revenues surged 56% to $41.1B in Q2 FY2026, underscoring its AI strength.AMD's Instinct GPUs and new OpenAI, Oracle deals highlight its growing AI infrastructure role.NVIDIA's faster growth and lower valuation make it the stronger AI hardware investment right now.NVIDIA Corporation (NVDA) and Advanced Micro Devices, Inc. (AMD) sit at the center of the artificial intelligence (AI) hardware revolution. Both are crucial players in the semiconductor space, competing directly i ...

Shares of Advanced Micro Devices (AMD) have rallied over 85% year-to-date. AMD stock got a significant boost from its recently announced strategic partnership with OpenAI. The deal, valued in the billions, is likely to reshape AMD’s technology roadmap, accelerate its revenue trajectory, and boost its earnings potential. Under this agreement, AMD will supply OpenAI with up to six gigawatts of Instinct GPUs, starting in the second half of 2026. The deployment of these next-generation MI450 accelerators will ...