AMD vs INTC: Advanced Micro Devices and Intel as AI Stocks
Advanced Micro Devices (AMD) and Intel (INTC) are both tracked in the Supercycle AI universe. AMD is the larger company at $1.00T versus $648.08B, and AMD carries the higher AI Exposure Score (75 vs 30, Core tier), meaning its business depends more directly on AI demand.
Market data as of the close on . Prices are end of day, not live.
Side by side
| Metric | AMD | INTC |
|---|---|---|
| Price | $614.61 | $122.60 |
| Market cap | $1.00T | $648.08B |
| 24h change | -1.47% | -1.02% |
| 7d change | +19.92% | +21.33% |
| 1y change | +282.03% | +292.70% |
| P/E ratio | 156.4 | - |
| AI Exposure Score | 75 (Core) | 30 (Growing) |
| Sector | Technology | Technology |
| Buildout layers | SemiconductorsCloud & Hyperscalers | Semiconductors |
AMD's role in the buildout
AMD sits in the Semiconductors layer of the buildout with reach into Cloud & Hyperscalers as the main merchant challenger in AI accelerators. Its Instinct GPUs sell into AI data centers as the leading alternative to NVIDIA, with ROCm as the software on-ramp, while AI-enabled CPUs span servers and PCs. The investment thesis is dominated by AI accelerator share gains, on a cyclical base of client and gaming chips. Supercycle scores its exposure at 75 out of 100.
INTC's role in the buildout
Intel sits in the Semiconductors layer of the AI buildout, but as a challenger rather than a leader. Its Gaudi accelerators hold minimal share of AI compute, its NPU-equipped chips anchor the AI PC story, and its foundry ambition could one day mean manufacturing AI chips for others. Much of that is optionality: the core PC and server business is under competitive pressure, so Intel's AI exposure is more about what it could become than what it earns today.
Both stocks sit in Semiconductors, so they compete for the same slice of AI spending.
Frequently asked questions
Is AMD or INTC the bigger company?
Advanced Micro Devices is bigger: $1.00T versus $648.08B by market cap, as of the latest end-of-day data.
Which has more AI exposure, AMD or INTC?
Advanced Micro Devices does: its AI Exposure Score is 75 (Core tier) versus 30 (Growing). The score measures how much of the business depends on AI, not which stock is the better investment.
Related comparisons
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