NVDA vs AMD: NVIDIA and Advanced Micro Devices as AI Stocks
NVIDIA (NVDA) and Advanced Micro Devices (AMD) are both tracked in the Supercycle AI universe. NVDA is the larger company at $5.45T versus $1.00T, and NVDA carries the higher AI Exposure Score (97 vs 75, Pure Play 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 | NVDA | AMD |
|---|---|---|
| Price | $225.51 | $614.61 |
| Market cap | $5.45T | $1.00T |
| 24h change | -1.47% | -1.47% |
| 7d change | +5.43% | +19.92% |
| 1y change | +27.73% | +282.03% |
| P/E ratio | 28.5 | 156.4 |
| AI Exposure Score | 97 (Pure Play) | 75 (Core) |
| Sector | Technology | Technology |
| Buildout layers | SemiconductorsCloud & HyperscalersAutonomous VehiclesFoundation Models | SemiconductorsCloud & Hyperscalers |
NVDA's role in the buildout
NVIDIA sits at the center of the compute layer of the AI buildout. Nearly every training cluster and inference deployment in the Semiconductors layer runs on its GPUs, and its CUDA software keeps developers inside its ecosystem. It also trains open models of its own in the Nemotron and Cosmos families, which seed demand for that hardware. Demand from hyperscalers and AI labs for its data center products is the main engine of its growth, which is why it carries a Pure Play exposure rating.
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.
Both stocks sit in Semiconductors, Cloud & Hyperscalers, so they compete for the same slice of AI spending.
Frequently asked questions
Is NVDA or AMD the bigger company?
NVIDIA is bigger: $5.45T versus $1.00T by market cap, as of the latest end-of-day data.
Which has more AI exposure, NVDA or AMD?
NVIDIA does: its AI Exposure Score is 97 (Pure Play tier) versus 75 (Core). The score measures how much of the business depends on AI, not which stock is the better investment.
Related comparisons
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