The video compares NVDA and AMD, highlighting NVDA's revenue growth from $5 billion in 2015 to $149 billion. This represents a compound annual growth rate of 44.2%. AMD's revenue grew from $5 billion to $29.6 billion, with a CAGR of 23.5%. NVDA's business is data center focused, while AMD's revenue is split between data centers and personal computers. NVDA generates returns on invested capital of 141%. AMD generates less than 5% for the previous 3 to 4 years. It then implies that NVDA is a better long term investment than AMD, with growth expected over the next 12 months.