Distant cousins Jensen Huang and Lisa Su run Nvidia and AMD, the two companies defining the artificial intelligence buildout. Nvidia is up 63.7% over the past year, while AMD has risen 356.8% over the same span. On competitive moat, Nvidia's Q1 FY2027 Data Center revenue hit $75.246 billion, up 92% year over year, with Data Center Networking growing 199% year over year. Nvidia's non-GAAP gross margin is 75% versus AMD's 55%. AMD's Meta partnership covers up to 6 gigawatts of AMD Instinct GPU deployment, and Su expects "tens of billions of dollars in annual Data Center AI revenue in 2027." On growth, AMD's Q1 2026 revenue was $10.253 billion, up 37.9% year over year, with Data Center revenue of $5.775 billion. Nvidia's Q1 FY2027 revenue was $81.615 billion, up 85.23% year over year, with Q2 guidance of $91.0 billion. Full-year FY2026 free cash flow totaled $96.58 billion, up 58.7%. Nvidia's hyperscaler exposure includes Microsoft, AWS, Google Cloud, Oracle, Meta, OpenAI, Anthropic, and CoreWeave, with $119.0 billion in total supply commitments.