NVIDIA vs AMD
The two AI accelerator leaders compared on moat durability, software ecosystem, and margin of safety — a Buffett-style look at the most contested corner of tech.
| Metric | NVIDIA CORP NVDA | ADVANCED MICRO DEVICES INC AMD |
|---|---|---|
| ValueOS Score | 90 | 59 |
| Verdict | HOLD | HOLD |
| Moat | Wide Moat | Narrow Moat |
| Margin of Safety | — | — |
| Intrinsic Value | $9.6B | $5.4B |
| Price | $207.29 | $544.43 |
Live scores from the latest SEC filings · refreshed daily. Open any card for the full workup.
The Takeaway
NVIDIA's moat is the CUDA software ecosystem and near-monopoly in training accelerators; AMD is the credible second source closing the gap on hardware but not yet on software. For a value investor the question is price: NVIDIA's dominance is priced for perfection, while AMD offers a cheaper way to own the same AI thesis. Use the live Score, Moat, and DCF cards to see which trades with the larger margin of safety.
Frequently Asked Questions
Which has the wider moat, NVIDIA or AMD?
NVIDIA's CUDA ecosystem is a deep switching-cost moat; AMD is strong on hardware but lacks an equivalent software lock-in. The Moat cards above show the current read.
How do I compare them on valuation?
Open the DCF card for each to see intrinsic value versus live price, then compare margins of safety. The wider the discount, the more cushion you have.
Compare any stock yourself
Run the full Buffett-style workup on either name.
Cite this page
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ValueOS Editorial Team. "NVIDIA vs AMD." ValueOS. Accessed 2026-07-22. https://getvalueos.com/compare/nvda-vs-amd