AMD vs Intel
AMD and Intel are both placed on 4 of the same AI data center parts in this catalog, spanning layer 1. AMD appears on 7 parts in total and Intel on 9.
At a glance
| AMD | Intel | |
|---|---|---|
| Ownership | public | public |
| Headquarters | Santa Clara, United States | Santa Clara, United States |
| Primary listing | AMD | INTC |
| Market cap | 843.6B USD | 459.7B USD |
| Parts placed | 7 | 9 |
| Layers covered | 3 | 2 |
| Units / subsidiaries | 0 | 0 |
| Seen in machines | 8 | 5 |
Market caps are a nightly snapshot in each listing's own currency, never converted.
What the shared parts are
- Merchant GPUs / accelerators — GPUs and other accelerator chips designed by merchant vendors and sold to any buyer, rather than designed in-house by a single hyperscaler.
- Server CPUs — The host CPU in an AI server — from AMD, Intel, or Arm-based designs including Nvidia's own and hyperscaler in-house parts — that orchestrates the GPUs and handles work the accelerators don't do.
- NICs / SuperNICs — Network interface cards, including Nvidia's higher-bandwidth "SuperNIC" variants, that connect a server's CPU and GPUs to the cluster network.
- DPUs — Data Processing Units that offload networking, storage, and security functions from the host CPU onto a dedicated, programmable chip.
The 4 parts both make
| Part | AMD | Intel |
|---|---|---|
| Merchant GPUs / accelerators Layer 1 — Compute silicon & packaging | manufacturer disclosed Instinct MI350/MI400 | manufacturer inferred Gaudi 3 |
| Server CPUs Layer 1 — Compute silicon & packaging | manufacturer disclosed EPYC | manufacturer inferred Xeon |
| NICs / SuperNICs Layer 1 — Compute silicon & packaging | manufacturer inferred Pensando/Pollara | manufacturer inferred |
| DPUs Layer 1 — Compute silicon & packaging | manufacturer inferred Pensando | manufacturer inferred IPU |
Only AMD
- FPGAs layer 1
- Scale-up fabric layer 3
- Rack-scale systems layer 4
Only Intel
- Leading-edge foundry layer 1
- 2.5D/3D advanced packaging layer 1
- Glass-core substrates layer 1
- Interposers, silicon bridges, RDL layer 1
- Silicon photonics & co-packaged optics layer 3
Named in the same machines
- Leonardo supercomputer
Questions
- Do AMD and Intel compete?
- In this catalog they are both placed on 4 of the same parts, across 1 layer: Merchant GPUs / accelerators, Server CPUs, NICs / SuperNICs, DPUs. Sharing a part does not mean selling the same product to the same buyer, so read each row's product note.
- Which has more placements, AMD or Intel?
- AMD has 7 placements and Intel has 9. Placement counts reflect how thoroughly each company has been catalogued as well as its real breadth, so they are not a ranking.
Generated from the catalog's part-to-company table. Each placement is tagged disclosed, reported or inferred; see sources & method. Neither company is endorsed or ranked here.