AMD vs Crusoe

AMD — Hardware · Public · $785.1B mkt cap · 4 of 4 figures sourced  |  Crusoe — Infrastructure · Private · $10B valuation · 4 of 4 figures sourced

Relationship

AMD Developer Cloud and Crusoe Cloud do comparable work on GPU cloud and model training; both also serve buyers who need to buy data-centre AI compute, serve a model in production and train or fine-tune a model; smaller scale (private).

Assembled from the recorded fields for this pair, not hand-checked. The comparison below is read from each company’s own profile.

6 of 9 capabilitiesShared product typeSmaller scale

6 of 9 capabilities — Shares AI compute hardware, GPU cloud, model hosting and 3 more.

Ludbee capability tags · from the product records

Shared product type — Both ship hardware and infrastructure service.

Ludbee product records

Smaller scale — Crusoe: $10B valuation, against AMD's $785.1B market cap.

Ludbee scale figures · valuation, market cap or revenue estimate

Aligned comparison

FieldAMDCrusoe
Size$785.1B mkt cap$10B valuation different basis
Employees31,0001,300 Crusoe has 24× fewer
Founded19692018 49 yrs later
StatusPublicPrivate
CategoryHardwareInfrastructure
Stack layerHardware, Infrastructure service, PlatformAPI service, Developer tool, Hardware, Infrastructure service
HeadquartersSanta Clara, USADenver, USA

Capability overlap

Shared · 6

AI compute hardwareGPU cloudModel hostingModel inferenceModel trainingServer systems

Not verified for Crusoe · 3

Accelerator siliconGPU programmingInterconnect

Recorded for AMD. Crusoe’s product records say nothing either way — a missing record is not a missing capability.

Not verified for AMD · 1

Evaluation and observability

Recorded for Crusoe. AMD’s product records say nothing either way — a missing record is not a missing capability.

Products, side by side

Algorithmic pairing — assembled from recorded fields, not hand-checked

AMD

Infrastructure service

AMD Developer CloudInfrastructure service

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

Hardware

AMD Helios Rackscale SolutionHardware

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 InstinctHardware

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

AMD Kria SOMsHardware

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

AMD Pensando AI NICsHardware

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 DPUsHardware

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 CoreHardware

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

AMD Versal AI Edge Series Gen 2Hardware

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

Crusoe

Infrastructure service

Crusoe CloudInfrastructure service

GPU cloud running on Crusoe's own energy-colocated data centres, rented by the hour.

Crusoe Edge ZonesInfrastructure service

Crusoe Cloud GPU capacity delivered at edge and sovereign locations via prefabricated Crusoe Spark modular units.

Hardware

Crusoe SparkHardware

Prefabricated modular AI data centre integrating power, cooling, fire suppression and GPU racks for deployment at a customer site.

No counterpart

AMD sells these in a stack layer with no product recorded for Crusoe yet — nothing on the other side to compare them against.

Platform

AMD Enterprise AI Reference StackPlatform

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 ROCmPlatform

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

AMD Ryzen AI SoftwarePlatform

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

AMD Vitis AIPlatform

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.

Crusoe sells these in a stack layer with no product recorded for AMD yet — nothing on the other side to compare them against.

API service

Crusoe Managed InferenceAPI service

Hosted endpoints serving open-weight and customer-supplied models on Crusoe's own hardware, billed per token or as dedicated hourly deployments.

Serverless Fine-TuningAPI service

Managed LoRA-based fine-tuning of open-weight models, billed per token of training data rather than per GPU-hour.

Developer tool

Crusoe Command CenterDeveloper tool

Unified operations and observability console for GPU fleets running AI workloads on Crusoe Cloud.