Nvidia Outpaces AMD as Huang Positions Ahead of Su in AI Race

On May 27, analysis positioned Nvidia as the preferred choice for retirement investors over AMD amid intensifying CEO competition between Jensen Huang and Lisa Su. This follows Nvidia's record April-quarter results on May 26, including $81.6 billion in sales (+85% YoY) and $75.2 billion in Data Center revenue (+92% YoY), with 75% gross margins. The May 26 Barron's coverage highlighted Nvidia's sales trajectory mirroring Cisco's 1990s acceleration pattern, potentially extending through Q3 2028, while noting historical risks from the dot-com peak. Nvidia also announced a $0.25 dividend and $80 billion buyback, contrasting with AMD's higher valuation risks.