drrobertcastellano.substack.com
2026-08-30
In Q3 2026, NVIDIA reported $89 billion in data center revenue, up 117% year-over-year and $13.8 billion sequentially, significantly outpacing AMD’s $6.718 billion. Despite this, AMD’s stock outperformed NVIDIA by over 107 percentage points, with AMD gaining 132.2% versus 24.9% for NVIDIA. This dive