AMD vs IBM
AMD is larger by market cap ($774.3B vs $224.6B). IBM reports higher tracked revenue ($67.5B vs $34.6B). AMD's primary segment is CPU; IBM's is Hyperscalers.
Side-by-side
| AMD | IBM | |
|---|---|---|
| Market cap | $774.3B | $224.6B |
| Revenue | $34.6B (FY2025) | $67.5B (FY2025) |
| Primary segment | CPU | Hyperscalers |
| Market position | major | major |
| Country | United States | United States |
| Tracked suppliers | 77 | 6 |
| Tracked customers | 23 | 1 |
| Chokepoint / criticality | 68/100 | 68/100 |
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 IBM compare
- Size: AMD is the larger company by market cap.
- Revenue: IBM reports higher tracked revenue.
- Supply-chain criticality: AMD has the higher chokepoint score (68/100 vs 68/100).
- Footprint: AMD (United States) vs IBM (United States).