What's the difference between NVIDIA and AMD?

NVIDIA is a leader in GPU & AI Accelerators based in United States; AMD is a major in CPU based in United States. Both operate in the Design (Fabless) segment.

Who are NVIDIA's and AMD's suppliers?

wafergraph tracks 104 suppliers for NVIDIA and 77 for AMD — NVIDIA's include Ibiden, Unimicron, Advantest; AMD's include Ibiden, Unimicron, Nan Ya PCB.

NVIDIA vs AMD

This compares NVIDIA and AMD as companies — market cap, revenue, suppliers and customers — not as gaming GPUs. NVIDIA's primary segment is GPU & AI Accelerators; AMD's is CPU. NVIDIA is larger by market cap ($5.65T vs $1.03T). NVIDIA reports higher tracked revenue ($215.9B vs $34.6B).

Shared segment: Design (Fabless).

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Side-by-side

	NVIDIA	AMD
Market cap	$5.65T	$1.03T
Revenue	$215.9B (FY2026)	$34.6B (FY2025)
Primary segment	GPU & AI Accelerators	CPU
Market position	leader	major
Country	United States	United States
Tracked suppliers	104	77
Tracked customers	45	23
Chokepoint / criticality	81/100	68/100

Market caps/revenue from the wafergraph dataset · data as of 2026-10-04. Criticality is a graph-derived chokepoint score (0–100). Coverage is partial; "Unpriced" means no reliable market cap.

How NVIDIA and AMD compare

Size: NVIDIA is the larger company by market cap.
Revenue: NVIDIA reports higher tracked revenue.
Supply-chain criticality: NVIDIA has the higher chokepoint score (81/100 vs 68/100).
Footprint: NVIDIA (United States) vs AMD (United States).

Company hubs

NVIDIA · AMD · Design (Fabless) segment

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Cite as: wafergraph, “NVIDIA vs AMD”, https://wafergraph.com/compare/nvidia-vs-amd (data as of 2026-10-04).

Frequently asked questions3

Is NVIDIA bigger than AMD?: NVIDIA is larger by market cap ($5.65T vs $1.03T).
What's the difference between NVIDIA and AMD?: NVIDIA is a leader in GPU & AI Accelerators based in United States; AMD is a major in CPU based in United States. Both operate in the Design (Fabless) segment.
Who are NVIDIA's and AMD's suppliers?: wafergraph tracks 104 suppliers for NVIDIA and 77 for AMD — NVIDIA's include Ibiden, Unimicron, Advantest; AMD's include Ibiden, Unimicron, Nan Ya PCB.