{"data":[{"ticker":"NVDA","slug":"nvidia","name":"NVIDIA","exchange":"NASDAQ","sector":"Technology","layers":["semiconductors","cloud-infrastructure","autonomous-vehicles","foundation-models"],"exposure":{"score":97,"tier":"Pure Play","rationale":"Sells the GPUs, networking, and CUDA software stack that nearly every AI training and inference cluster is built on, mostly to hyperscalers and AI labs. Data center AI demand is now the overwhelming majority of revenue and the entire thesis."},"price":186.64,"change24hPct":2.78,"marketCap":4506795900928},{"ticker":"AMD","slug":"advanced-micro-devices","name":"Advanced Micro Devices","exchange":"NASDAQ","sector":"Technology","layers":["semiconductors","cloud-infrastructure"],"exposure":{"score":75,"tier":"Core","rationale":"Sells Instinct GPUs into AI data centers as the main merchant alternative to NVIDIA, plus AI-enabled CPUs for servers and PCs. The investment thesis is dominated by AI accelerator share gains, with client and gaming chips a cyclical base."},"price":449.04,"change24hPct":11.04,"marketCap":736464797696}],"meta":{"version":"v1","asOf":"2026-11-06","builtAt":"2026-11-08T15:24:45.220Z","tier":"free","source":"https://supercyclehq.com/compare/nvda-vs-amd","disclaimer":"Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.","license":"Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."},"links":{"self":"https://supercyclehq.com/api/v1/compare/nvda-vs-amd","html":"https://supercyclehq.com/compare/nvda-vs-amd","md":"https://supercyclehq.com/compare/nvda-vs-amd.md","docs":"https://supercyclehq.com/api/v1/openapi.json"}}