AMD vs Nvidia
AMD and Nvidia are both placed on 6 of the same AI data center parts in this catalog, spanning layers 1, 3, 4. AMD appears on 7 parts in total and Nvidia on 14.
At a glance
| AMD | Nvidia | |
|---|---|---|
| Ownership | public | public |
| Headquarters | Santa Clara, United States | Santa Clara, United States |
| Primary listing | AMD | NVDA |
| Market cap | 843.6B USD | 5.09T USD |
| Parts placed | 7 | 14 |
| Layers covered | 3 | 4 |
| Units / subsidiaries | 0 | 0 |
| Seen in machines | 8 | 13 |
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.
- 2 more in the table below.
The 6 parts both make
| Part | AMD | Nvidia |
|---|---|---|
| Merchant GPUs / accelerators Layer 1 — Compute silicon & packaging | manufacturer disclosed Instinct MI350/MI400 | manufacturer disclosed Blackwell Ultra |
| Server CPUs Layer 1 — Compute silicon & packaging | manufacturer disclosed EPYC | manufacturer disclosed Grace |
| NICs / SuperNICs Layer 1 — Compute silicon & packaging | manufacturer inferred Pensando/Pollara | manufacturer inferred ConnectX |
| DPUs Layer 1 — Compute silicon & packaging | manufacturer inferred Pensando | manufacturer inferred BlueField |
| Scale-up fabric Layer 3 — Networking & interconnect | manufacturer inferred Infinity Fabric | manufacturer disclosed NVLink/NVSwitch |
| Rack-scale systems Layer 4 — Servers, racks & integration | designer inferred | designer disclosed |
Only AMD
- FPGAs layer 1
Only Nvidia
- Scale-out switch ASICs layer 3
- Switch systems & white-box ODMs layer 3
- Optical transceivers layer 3
- Silicon photonics & co-packaged optics layer 3
- GPU baseboards & compute trays layer 4
- BMC & platform firmware layer 4
- DCIM, digital twins, capacity planning layer 11
- Cluster management & GPU orchestration layer 11
Named in the same machines
- JUPITER supercomputer
- Alps supercomputer
- LUMI supercomputer
- Leonardo supercomputer
- Perlmutter supercomputer
Questions
- Do AMD and Nvidia compete?
- In this catalog they are both placed on 6 of the same parts, across 3 layers: Merchant GPUs / accelerators, Server CPUs, NICs / SuperNICs, DPUs and 2 more. 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 Nvidia?
- AMD has 7 placements and Nvidia has 14. 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.