AMD and Intel compared in the artificial intelligence chip market
Advanced Micro Devices and Intel were compared based on artificial intelligence chip performance, data center growth, and financial results.
Advanced Micro Devices (AMD) and Intel are benefiting from rising demand for artificial intelligence-focused chips used for training and inference workloads in data centers.
AMD shares have surged 137% in 2026, while Intel has posted a gain of around 60%. Intel's data center and artificial intelligence segment revenue rose 78% year-over-year in the third quarter to reach $7.3 billion. Meanwhile, AMD reported an 97% increase in its data center segment, bringing in $8.5 billion in revenue.
Powered by MI455X graphics cards and Epyc server processors, AMD aims to double its server revenue by 2027. Meanwhile, Intel management expects server CPU industry shipments to increase by more than 30% in 2026 and 2027.
AMD expects its revenue for the current quarter to jump 66% year-over-year to $17 billion, whereas Intel's revenue forecast stands at $15.5 billion. In valuation terms, AMD shares trade at 30 times future earnings, while Intel trades at 35 times.
Sources
- fool.com · Link