AMD vs Nebius Group

AMD — Hardware · Public · $785.1B mkt cap · 4 of 4 figures sourced  |  Nebius Group — Infrastructure · Public · $61.6B mkt cap · 4 of 4 figures sourced

Relationship

AMD Developer Cloud and Nebius AI 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 (public).

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

4 of 9 capabilitiesShared product typeSmaller scale

4 of 9 capabilities — Shares GPU cloud, model hosting, model inference and 1 more.

Ludbee capability tags · from the product records

Shared product type — Both ship infrastructure service.

Ludbee product records

Smaller scale — Nebius Group: $61.6B market cap, against AMD's $785.1B market cap.

Ludbee scale figures · valuation, market cap or revenue estimate

Aligned comparison

FieldAMDNebius Group
Market cap$785.1B$61.6B Nebius Group has 13× smaller
Employees31,0001,543 Nebius Group has 20× fewer
Founded19692024 55 yrs later
StatusPublicPublic match
CategoryHardwareInfrastructure
Stack layerHardware, Infrastructure service, PlatformDeveloper tool, Infrastructure service, Model API
HeadquartersSanta Clara, USAAmsterdam, Netherlands

Capability overlap

Shared · 4

GPU cloudModel hostingModel inferenceModel training

Not verified for Nebius Group · 5

Accelerator siliconAI compute hardwareGPU programmingInterconnectServer systems

Recorded for AMD. Nebius Group’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 Nebius Group. 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.

Nebius Group

Infrastructure service

Managed SoperatorInfrastructure service

Nebius-managed Kubernetes operator that runs Slurm clusters on GPU infrastructure for fault-tolerant large-scale AI training, with topology-aware scheduling and automatic node health checks and recovery.

Nebius AI CloudInfrastructure service

Rented GPU clusters with storage and networking for training and serving models, billed by the GPU-hour.

Serverless AIInfrastructure service

Nebius AI Cloud's on-demand GPU runtime that runs containerised AI workloads as Jobs and hosts custom models behind HTTP Endpoints without provisioning or managing clusters.

No counterpart

AMD sells these in a stack layer with no product recorded for Nebius Group 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.

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.

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

Developer tool

Managed Service for MLflowDeveloper tool

Fully managed MLflow deployment on Nebius AI Cloud for tracking experiments, metrics and artifacts across the machine-learning lifecycle without maintaining tracking-server infrastructure.

Model API

Nebius Token FactoryModel API

Managed inference endpoint serving open-weight models on Nebius hardware, billed per token.