In its latest reported quarter, Nvidia's data center revenue was $89.0 billion. That is more than ten times AMD's data center segment ($8.5 billion) and more than five times Broadcom's AI semiconductor revenue ($16.7 billion). The four companies define these lines differently and their quarters end on different dates, so the table below is a guide to scale, not a like-for-like ranking.
Latest Reported Quarter
| Item | Nvidia | AMD | Broadcom | Micron |
|---|---|---|---|---|
| Fiscal quarter | Q2 FY2027 | Q3 2026 | Q3 FY2026 | Q4 FY2026 |
| Quarter ended | Jul 26, 2026 | Sep 26, 2026 | Aug 2, 2026 | Sep 3, 2026 |
| Reported | Aug 26, 2026 | Nov 3, 2026 | Sep 2, 2026 | Sep 30, 2026 |
| Total revenue | $96.2B | $13.4B | $29.6B | $54.2B |
| Total growth, year over year | +106% | +45% | +86% | +379% (from $11.32B) |
| Data center or AI line | Data Center: $89.0B | Data Center segment: $8.5B | AI semiconductor revenue: $16.7B | Core Data Center: $18.0B. Cloud Memory: $16.3B |
| Growth of that line | +117% | +97% | +221% | Not stated |
| Share of total revenue | About 92% | About 64% | About 56% | About 63% for the two units together |
Shares of total revenue and Micron's growth rate are our arithmetic from the reported figures.
What Each Company Counts
- Nvidia: "Data Center" is a market platform in its results. The release does not define it. It includes networking as well as GPUs.
- AMD: the Data Center segment covers "AI accelerators, server CPUs, GPUs, APUs, DPUs, AI NICs, FPGAs, and adaptive SoC products for data centers". Server CPUs are a large part, so this is not AI revenue alone.
- Broadcom: "AI semiconductor revenue" is a figure the chief executive gives. It is a subset of the Semiconductor Solutions segment ($20.8 billion) and covers custom accelerators and AI networking.
- Micron: reports by business unit. Core Data Center and Cloud Memory sell memory for servers, including the high-bandwidth memory used with AI accelerators. See HBM market share.
Next-Quarter Guidance
| Company | Quarter | Revenue guidance | Other detail |
|---|---|---|---|
| Nvidia | Q3 FY2027 | $108.0B, plus or minus 2% | Assumes no Data Center compute revenue from China |
| AMD | Q4 2026 | About $17B, plus or minus 3% | Non-GAAP gross margin about 55% |
| Broadcom | Q4 FY2026 | About $34.8B | AI semiconductor revenue of $21.7B, up 236% |
| Micron | Q1 FY2027 | $61.5B, plus or minus $1.5B | Non-GAAP gross margin about 86.25% |
Report Dates to Watch
- Nvidia: November 17, 2026, for the quarter that ended October 25. It will be the first report since the change of chief executive.
- Broadcom: December 9, 2026, after the market closes.
- Micron: not yet announced.
- AMD: not yet announced.
What the Numbers Show
- Memory has caught up with logic. Micron's quarterly revenue is now four times AMD's, and Micron guides to a gross margin above Nvidia's reported 75%.
- Custom chips are growing fastest. Broadcom's AI line grew 221%, against 117% for Nvidia's data center platform.
- Nvidia's guidance excludes China. Its $108 billion outlook assumes no data center compute sales there.
Methodology
All figures come from each company's earnings release: Nvidia, AMD, Broadcom and Micron. Figures are rounded to one decimal place. Estimated market shares are on a separate page, AI chip market share. This page reports published figures and is not investment advice. Status as of November 13, 2026.