NVIDIA vs Advanced Micro Devices
2016's promise, completed. Moat finished, creative destruction done. OpenAI and Meta each signed 6GW — demand visibility does not get better than this.
NVIDIA by 25
| Item | Max | NVIDIA | Advanced Micro Devices |
|---|---|---|---|
| Blitz Index total | / 100 | 87 | 62 |
| Grade | — | A | B |
| A · Speed | / 25 | 23 | 19 |
| B · Moat | / 60 | 52 | 36 |
| C · Creative destruction | / 15 | 15 | 10 |
| D · Demerits | / 30 | -3 | -3 |
The success line is 65. Demerits (section D) are subtracted; a demerit total of 15 or more flags a company for BlitzFailing watch. Scores as of the 2026 Q4 review.
Verdict — business structure only
NVIDIA's moat (52) is far stronger than AMD's (35), driven by CUDA lock-in (7.5M developers) against AMD's contract-based lock-in (6GW OpenAI/Meta deals). NVIDIA is faster (23 vs 19) on a much larger base, with Q2 FY2027 up +106% YoY. AMD's creative destruction (9) describes a challenger displacing CPU share and building rack-scale AI, while NVIDIA's perfect 15 reflects a completed replacement of the CPU-centric data center. The structural difference is platform vs challenger: NVIDIA owns the platform the AI wave runs on; AMD is assembling its position through contracts and acquisitions.
Key figures
| NVIDIA | Figure |
|---|---|
| Growth | Q2 FY2027 +106% YoY |
| Gross margin | 75% |
| Scale | 90%+ AI accelerator share |
| Advanced Micro Devices | Figure |
|---|---|
| TTM revenue | $41.3B |
| Growth | Q2 2026 +50% YoY; Data Center +107% |
Key figures are from the companies' published score files (the scorecard's English summary). A figure is shown only where the score file states it.
Full scorecards: NVIDIA — Blitz Index 87 · Advanced Micro Devices — Blitz Index 62
Latest research — NVIDIA: read the article
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How to read this
Both companies passed the same two gates before scoring: real product-market traction (G1), and a ten-year market ceiling of at least ten times current revenue (G2). The Blitz Index then grades speed (25), moat (60) and creative destruction (15), and subtracts BlitzFailing demerits (up to −30) for debt, revenue quality, governance and regulatory cost. The model is frozen at v1.0; past scores are never silently rewritten. Our own pre-registered tests found the score measures business quality — it does not predict stock returns.
Research only — not investment advice. Scores measure blitzscaling strategy from public data. Not a recommendation to buy, sell, or hold any security.