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Why some investors pick AMD over Nvidia and Intel, in four reasons: it’s growing almost as fast as Nvidia, and the argument is that a smaller company has more room to keep that up; Meta, OpenAI and Anthropic have signed up for its AI chips; AMD says data center revenue should more than double in 2027; and it sells both CPUs and AI chips, earning 46% of server CPU revenue. The catch: Nvidia is far bigger and keeps more of each dollar it sells, 75 cents against AMD’s 54, so AMD has to deliver.

This is the case some people make for AMD, not a prediction. Follow for my AMD results breakdown.

Sources: AMD Q2 2026 results and earnings call, AMD partnership releases with OpenAI and Meta, Nvidia Q2 FY2027 results and call, Intel Q3 2026 results, Mercury Research via Tom’s Hardware (Q1 2026), Motley Fool (Aug 12, 2026).

General information only, not financial advice.

#AMD #Nvidia #Intel