The new GB200 NVL72 platform shows almost 78% marginality and brings more than $ 3.5 billion profit, which is much higher than competitors. For comparison, Google TPU V6E reached 74.9%and AWS TRN2 Ultra – about 62.5%.
On the contrary, AMD is exposed to losses. MI355X servers show negative margins – minus 28.2%and previous MI300x – minus 64%.
At the same time, the cost of property in AMD can be compared to NVIDIA: $ 588-744 million against $ 800 million, but efficiency is noticeable. In terms of profitability, GB200 is 7.5 dollars per.55 hours and MI355x is only $ 1.7.
Experts associate NVIDIA’s success regularly with the support of FP4 and mature ecosystem Cuda.
Although iron remains competitive, AMD is still in the software. In 2026, the fight will intensify: Nvidia Rubin and AMD – MI400 is preparing.
Source: Ferra
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