A

AMD

AMD

Hardware

Semiconductor company designing AI GPUs (Instinct) and CPUs competing with NVIDIA.

Supplies Dell Technologies

Supplied by: TSMC

Supplies NAVER Cloud

Partner of NAVER Cloud

Total funding—

Market cap$785.1B

Employees31,000

Founded1969

HeadquartersSanta Clara, USA

StatusPublic

Products

Selected offerings — the AI products recorded here, not the vendor's full catalogue.

• AMD Developer Cloud Infrastructure service Sold on its own

  An on-demand cloud service giving developers browser and API access to AMD Instinct MI300X GPU instances for AI, ML and HPC workloads.

• AMD Helios Rackscale Solution Hardware

  A rack-scale AI system combining 72 Instinct MI455X GPUs with EPYC CPUs and Pensando networking for frontier-model training and large-scale inference.

• AMD Instinct Hardware

  Data-centre GPU accelerators for training and serving models, sold in OEM servers and rack systems.

• AMD ROCm Platform Sold on its own

  Open-source GPU computing stack of compilers, runtimes and libraries for running AI and HPC workloads on AMD hardware.

• AMD Ryzen AI Software Platform

  A development stack of compiler, runtime and tools for porting pretrained models onto the NPU and integrated GPU of Ryzen AI processors.

• AMD Vitis AI Platform

  An open-source AI inference development stack of compiler, optimised NPU IP and runtime for deploying deep-learning models on AMD adaptive SoCs, FPGAs and Alveo cards.

• AMD Enterprise AI Reference Stack Platform Sold on its own

  An open-source reference stack for running enterprise AI workloads at scale on AMD compute: open-source AI frameworks and generative models connected to an enterprise-ready Kubernetes platform, with AMD Inference Microservices — prebuilt inference containers bundling model, engine and optimised configuration for AMD hardware.

• AMD Kria SOMs Hardware

  System-on-module family for deploying edge and physical AI, with production SOMs and partner-validated carrier systems.

• AMD Pensando AI NICs Hardware

  AI NIC family (Pollara 400 at 400 Gbps, Vulcano 800 at 800 Gbps Ethernet) for scale-out inter-GPU communication in AI training and inference clusters, built on the Ultra Ethernet Consortium specification.

• AMD Pensando DPUs Hardware

  Data processing unit family (Salina, Giglio) offloading networking, security and storage services from host CPUs in AI data centres, programmable via the P4-based Pensando software stack.

• AMD Versal AI Core Hardware

  Adaptive SoC/FPGA family for AI inference and adaptive compute workloads.

• AMD Versal AI Edge Series Gen 2 Hardware

  Second-generation Versal AI Edge adaptive SoC family for embedded AI preprocessing, inference and postprocessing.

Closest alternatives 7

NNVIDIAPublic · $5.1TShips data-centre training and inference accelerators to the same buyers; a direct head-to-head on rack-scale AI systems, named as such in AMD's own 10-K.9 of 9 capabilitiesShared product typeLarger scaleNamed in filingBuy data-centre AI computeProgram GPU acceleratorsCompareIIntelPublic · $463.7BBoth ship data-centre AI accelerators — Instinct against Gaudi — in a rivalry AMD's own 10-K states across CPUs, GPUs and DPUs; the accelerator fight is one front of a broader AMD–Intel contest.5 of 9 capabilitiesShared product typeSame scale bandNamed in filingBuy data-centre AI computeCompareSSambaNovaPrivate · $11BSacra names AMD's chip line as a major-player rival in the same AI accelerator hardware market SambaNova competes in. SambaStack and AMD Instinct both carry buy-ai-compute.4 of 9 capabilitiesShared product typeSmaller scaleSourced competitorBuy data-centre AI computeCompareGGroqPrivate · $3.5BSame article/quote as Arm above; also independently corroborated by Reuters (Dec 2025 Nvidia-Groq deal coverage) calling AMD a "traditional rival" challenging Nvidia "as well as startups such as Groq and Cerebras."2 of 9 capabilitiesShared product typeSmaller scaleSourced competitorBuy data-centre AI computeServe a model in productionCompareMTMarvell TechnologyPublic · $214.9BSame 10-K sentence, naming Marvell Technology Group among the ASSP competitors.2 of 9 capabilitiesShared product typeSame scale bandNamed in filingConnect AI clustersBuy data-centre AI computeCompareBBroadcomPublic · $1.7TAMD's FY2025 10-K names Broadcom among the ASSP vendors it competes against on data-centre networking/AI-NIC silicon.2 of 9 capabilitiesShared product typeLarger scaleNamed in filingConnect AI clustersCompareMModularAcquired ($3.1B deal)Mojo is explicitly positioned as a portable alternative to writing directly against ROCm, named in the same sentence as CUDA.3 of 9 capabilitiesShared product typeSourced competitorProgram GPU acceleratorsCompare

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How this list is ranked ↗

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same layer and the same scale band (large-cap).2 of 9 capabilitiesShared product typeSame scale bandCompareLLabelboxPrivate · $189M raisedAMD ROCm and Horizon do comparable work on model training; both also serve buyers who need to train or fine-tune a model; similar scale (private).2 of 9 capabilitiesShared product typeCompareIMInsilico MedicinePublic · $4.3BAMD ROCm and Chemistry42 do comparable work on model training; both also serve buyers who need to train or fine-tune a model; smaller scale (public).1 of 9 capabilitiesShared product typeSmaller scaleCompareTTolokaPrivateAMD ROCm and Toloka Arena do comparable work on model training; both also serve buyers who need to train or fine-tune a model; Toloka's scale not recorded.1 of 9 capabilitiesShared product typeCompareSASnorkel AIPrivate · $1.3BAMD ROCm and Snorkel Flow do comparable work on model training; both also serve buyers who need to train or fine-tune a model; smaller scale (private).1 of 9 capabilitiesShared product typeSmaller scaleCompareNNeo4jPrivate · $2BAMD ROCm and Neo4j Graph Data Science do comparable work on model training; both also serve buyers who need to train or fine-tune a model; smaller scale (private).1 of 9 capabilitiesShared product typeSmaller scaleCompareBFBlack Forest LabsPrivate · $3.3BAMD Developer Cloud and Open Weights Licensing do comparable work on model training; both also serve buyers who need to train or fine-tune a model; smaller scale (private).1 of 9 capabilitiesShared product typeSmaller scaleCompareAAppenPublicAMD ROCm and AI Data Platform do comparable work on model training; both also serve buyers who need to train or fine-tune a model; Appen's scale not recorded.1 of 9 capabilitiesShared product typeCompareEElasticPublic · $10.2BAMD Enterprise AI Reference Stack and Elastic Inference Service do comparable work on model hosting; both also serve buyers who need to serve a model in production; smaller scale (public).2 of 9 capabilitiesShared product typeSmaller scaleCompareDDataikuPrivate · $3.7BAMD ROCm and Dataiku do comparable work on model training; both also serve buyers who need to train or fine-tune a model; smaller scale (private).2 of 9 capabilitiesShared product typeSmaller scaleCompareHHeliconeAcquiredAMD Enterprise AI Reference Stack and Helicone AI Gateway do comparable work on model hosting; Helicone is acquired, with no independent scale.1 of 9 capabilitiesShared product typeCompareEEleutherAINonprofitAMD ROCm and GPT-NeoX do comparable work on model training; both also serve buyers who need to train or fine-tune a model; EleutherAI is a nonprofit, with no independent scale; ships developer tool rather than the same layer.1 of 9 capabilitiesDifferent layerCompareAAdobePublic · $115.9BAMD ROCm and Adobe Firefly Custom Models do comparable work on model training; both also serve buyers who need to train or fine-tune a model; same layer and the same scale band (large-cap).2 of 9 capabilitiesShared product typeSame scale bandCompareTTuringPrivate · $2.2BAMD ROCm and RL environments do comparable work on model training; both also serve buyers who need to train or fine-tune a model; smaller scale (private); ships agent platform and data service rather than the same layer.1 of 9 capabilitiesDifferent layerSmaller scaleCompareSSpace42Public · $2.6BAMD ROCm and GIQ do comparable work on model training; smaller scale (public).1 of 9 capabilitiesShared product typeSmaller scaleCompare

Closest alternatives are pairs a vendor page itself compares. Similar products are matched from what each product does; nothing in that group is asserted as a rivalry.

Sources

Market cap

Third-party database · 27 Aug 2026

Refreshed against the listing's own page.

Employees

Regulatory filing · 27 Dec 2025

ADVANCED MICRO DEVICES INC Form 10-K (Item 1, Human Capital), SEC, filed 2026-02-04, for the period ended 2025-12-27. Filing states: "As of December 27, 2025, we had approximately 31,000 employees in our global workforce." CIK 2488.

Founded

Wikipedia · 27 Aug 2026

Wikipedia infobox "founded" field, read 2026-08-27.

Revenue (TTM)

Regulatory filing · 27 Dec 2025

ADVANCED MICRO DEVICES INC Form 10-K, SEC, filed 2026-02-04, for fiscal year ended 2025-12-27. us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax per XBRL, audited. This is the trailing twelve months AS OF the fiscal year end, not as of today. CIK 2488.

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