Nvidia's Q4 Blowout and $78B Guidance Cement Generational Buy Over AMD

Latest analysis positions Nvidia as a generational buy after its Q4 revenue hit $68.13B (+73.2% YoY) with $62.31B from Data Center (+75% YoY), $10.98B networking (+263% YoY), and $95.2B supply commitments, guiding to ~$78B next quarter excluding China. AMD showed solid growth at $10.27B revenue (+34.1% YoY) and $5.38B Data Center (+39% YoY) with hyperscaler wins, but trails with ~57% margins versus Nvidia's 75.2% and weaker ecosystem. Investors lean toward Nvidia's durable AI dominance and cash flow resilience amid AMD's execution risks.