Advanced Micro Devices vs. Navitas Semiconductor: Here's What The Quarterly Revenue Trends of These Artificial Intelligence Companies Reveal to Investors

AMD has demonstrated strong and steady revenue growth of 77% over eight quarters, reaching $10.3 billion in Q1 2026, while Navitas Semiconductor has experienced a 58% revenue decline to $8.6 million in the same period. Although Navitas intentionally exited its China mobile and consumer businesses to focus on AI, the company faces headwinds from a Wolfspeed patent lawsuit and shareholder dilution concerns from a $500 million equity offering.