---
title: "NVDA vs AMD"
canonical: "https://supercyclehq.com/compare/nvda-vs-amd"
type: "comparison"
dataAsOf: "2026-11-06"
tickers: ["NVDA", "AMD"]
license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."
disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI."
---

# NVIDIA (NVDA) vs Advanced Micro Devices (AMD)

Both are tracked in the Supercycle AI universe. End-of-day data, updated nightly.

| Measure | NVDA | AMD |
| --- | --- | --- |
| AI Exposure Score | 97 (Pure Play) | 75 (Core) |
| Price | $186.64 | $449.04 |
| Market cap | $4.51T | $736.5B |
| Change 1d | +2.78% | +11.04% |
| Change 30d | -19.02% | -27.65% |
| Change 1y | -0.56% | +92.28% |
| P/E | 23.6 | 95.95 |
| Buildout layers | Semiconductors, Cloud & Hyperscalers, Autonomous Vehicles, Foundation Models | Semiconductors, Cloud & Hyperscalers |

## NVIDIA (NVDA)

**AI exposure:** 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.

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.

Full profile: https://supercyclehq.com/stock/nvidia.md

## Advanced Micro Devices (AMD)

**AI exposure:** 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.

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.

Full profile: https://supercyclehq.com/stock/advanced-micro-devices.md

## Related comparisons

- [NVDA vs AVGO](https://supercyclehq.com/compare/nvda-vs-avgo.md)
- [NVDA vs TSM](https://supercyclehq.com/compare/nvda-vs-tsm.md)
- [AMD vs INTC](https://supercyclehq.com/compare/amd-vs-intc.md)

---

Source: https://supercyclehq.com/compare/nvda-vs-amd. Data as of 2026-11-06. Prices are end-of-day closes, never live.

Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.

Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.