Nvidia's data-center sales were $89 billion of $96.221 billion total revenue for the quarter ended July 26, about 92.5% of sales, while AMD's data-center category of $6.7 billion made up about 58.1% of $11.536 billion and includes EPYC server processors. In a test cutting data-center revenue by 10% with everything else unchanged, Nvidia's total revenue falls about 9.25% versus 5.8% for AMD. AMD's other markets are not guaranteed offsets, since its gaming revenue fell 31% year over year in the June quarter even as client and embedded revenue rose 23% and 19%. The article concludes AMD offers less direct sensitivity to a uniform data-center decline today, but this advantage would weaken if non-data-center demand also deteriorated.
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NvidiaAMDdata centerssemiconductors
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Related tickers and likely impact
NVDA
• NeutralNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.2T |
| Close on 10/16/2026 | 214.14 |
| Change that session | -1.42% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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