Company research

NVIDIA · NVDA

Accelerated compute; also exposed to networking and complete systems.

US exchange

Quarterly profit —

Competitors & comparable companies

Business comparison

Business overlap: Data-center AI GPU accelerators

Advanced Micro Devices · AMD →

Compare software compatibility, workload performance, customer adoption and system cost.

Selection basis and sources

The overlap is AI accelerators, not every business of either company. Products are not automatically interchangeable.

Maomaorou’s classification based on overlapping products, not an issuer statement naming rivals. Selected peers, not a complete list or ranking.

Checked：2026-09-19

Business position and research focus

Can customer adoption support margins as competition changes?

Key risks

Relevant products do not establish a shortage, AI-only revenue or attractive valuation.

Business source ↗

Business mapping checked 2026-09-10

Earnings in context

Quarterly profit · $59.69B

US GAAP · Net income attributable to the parent · 2026-04-27 — 2026-07-26

Reported net income includes non-operating and one-off items. It does not establish recurring profitability, positive cash flow or an attractive valuation.

Net income source ↗
Period and source details

Published 2026-08-26 · Checked 2026-09-19

us-gaap:NetIncomeLoss; 2026-04-27 to 2026-07-26; USD; 10-Q

Reported revenue · $96.22B

Q2 FY2027 · Company total; not AI-only revenue · Checked 2026-09-10

Revenue source ↗

Revenue and net income may refer to different reporting periods. Read each period before comparing them; these are dated disclosures, not a live earnings feed.

Company information reflects the sources and dates shown. It is not personalized investment advice. Methodology · Suggest a correction

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