In 2025, AMD stock outperformed Nvidia with a 82% jump compared to Nvidia’s 34% appreciation. AMD forecasts faster growth, hinting at potential upside. Nvidia anticipates revenue growth but faces valuation concerns due to competition. AMD’s AI market lag may change in 2026, with new deals and projections signaling growth.

AMD’s revenue surged by 35% in 2025 to $24.4 billion, with a projected $34 billion year-end figure. An annual growth rate of over 35% is expected for the next 3-5 years, driven by data center GPU traction and partnerships. Analysts foresee a 31% revenue spike in 2026, offering a potential market cap of $506 billion.

Nvidia’s fiscal 2026 revenue rose 62% to $147.8 billion, with a $213 billion year-end projection. However, growth is slowing down, leading to a lower premium and a potential market cap of $6.3 trillion. AMD’s accelerating growth may continue to outperform Nvidia in 2026, depending on market dynamics.

Read more at Nasdaq: Better Artificial Intelligence (AI) Stock for 2026: Nvidia vs. AMD