AMD vs Dell Technologies
AMD is larger by market cap ($774.3B vs $284.9B). Dell Technologies reports higher tracked revenue ($113.5B vs $34.6B). AMD's primary segment is CPU; Dell Technologies's is Networking & Systems.
Side-by-side
| AMD | Dell Technologies | |
|---|---|---|
| Market cap | $774.3B | $284.9B |
| Revenue | $34.6B (FY2025) | $113.5B (FY2026) |
| Primary segment | CPU | Networking & Systems |
| Market position | major | leader |
| Country | United States | United States |
| Tracked suppliers | 77 | 38 |
| Tracked customers | 23 | 18 |
| Chokepoint / criticality | 68/100 | 81/100 |
Market caps/revenue from the wafergraph dataset · data as of 2026-08-12. Criticality is a graph-derived chokepoint score (0–100). Coverage is partial; "Unpriced" means no reliable market cap.
How AMD and Dell Technologies compare
- Size: AMD is the larger company by market cap.
- Revenue: Dell Technologies reports higher tracked revenue.
- Supply-chain criticality: Dell Technologies has the higher chokepoint score (81/100 vs 68/100).
- Footprint: AMD (United States) vs Dell Technologies (United States).