While both $Advanced Micro Dev

While both $Advanced Micro Devices(AMD)$ and $NVIDIA(NVDA)$ maintain diversified business portfolios, their reliance on data centers couldn't be more contrasting. During Q3 2025, data centers accounted for 49% of $Advanced Micro Devices(AMD)$ 's total revenue, with client & gaming segments contributing 44% and embedded processors at 9%. This stands in stark contrast to $NVIDIA(NVDA)$ , where a staggering 88% of revenue originates from data center operations.

While the AI hyperscale boom has been a windfall for $NVIDIA(NVDA)$ , such concentration also creates vulnerability. Should tech titans trim their AI spending spree, $NVIDIA(NVDA)$ would face disproportionate impact compared to AMD. Though nearly half of $Advanced Micro Devices(AMD)$ 's revenue still hinges on data center hardware, management remains confident in sustained industry momentum.

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During Q3 2025, data centers accounted for 49% of <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a>'s total revenue, with client &amp; gaming segments contributing 44% and embedded processors at 9%. This stands in stark contrast to <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a>, where a staggering 88% of revenue originates from data center operations.\nWhile the AI hyperscale boom has been a windfall for <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a>, such concentration also creates vulnerability. Should tech titans trim their AI spending spree, <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a> would face disproportionate impact compared to AMD. Though nearly half of <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a>'s revenue still hinges on data center hardware, management remains confident in sustained industry momentum.\n<img src=\"https://community-static.tradeup.com/news/93471ad413ca4b278cfa40b3ed44dbc5\" tg-width=\"480\" tg-height=\"270\"></body></html>","htmlText":"<html><head></head><body>While both <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a> and <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a> maintain diversified business portfolios, their reliance on data centers couldn't be more contrasting. During Q3 2025, data centers accounted for 49% of <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a>'s total revenue, with client &amp; gaming segments contributing 44% and embedded processors at 9%. This stands in stark contrast to <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a>, where a staggering 88% of revenue originates from data center operations.\nWhile the AI hyperscale boom has been a windfall for <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a>, such concentration also creates vulnerability. Should tech titans trim their AI spending spree, <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a> would face disproportionate impact compared to AMD. Though nearly half of <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a>'s revenue still hinges on data center hardware, management remains confident in sustained industry momentum.\n<img src=\"https://community-static.tradeup.com/news/93471ad413ca4b278cfa40b3ed44dbc5\" tg-width=\"480\" tg-height=\"270\"></body></html>","text":"While both $Advanced Micro Devices(AMD)$ and $NVIDIA(NVDA)$ maintain diversified business portfolios, their reliance on data centers couldn't be more contrasting. During Q3 2025, data centers accounted for 49% of $Advanced Micro Devices(AMD)$ 's total revenue, with client & gaming segments contributing 44% and embedded processors at 9%. This stands in stark contrast to $NVIDIA(NVDA)$ , where a staggering 88% of revenue originates from data center operations. While the AI hyperscale boom has been a windfall for $NVIDIA(NVDA)$ , such concentration also creates vulnerability. Should tech titans trim their AI spending spree, $NVIDIA(NVDA)$ would face disproportionate impact compared to AMD. 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