AMD (AMD)

Produces CPUs, GPUs, and accelerators used in AI servers and data centers.

compute semiconductors website ↗ AI Adjacency 52/100 Confidence 95%

United States · ticker AMD
Updated 2026-09-09· researched 2026-09-12· next review 2026-09-19· listed 2026-09-09
⚠ research overdue — re-review queued

Why it matters to AI

AMD operates within the AI industrial ecosystem across compute, semiconductors. Its role sits downstream of 6 entities that depend on it and upstream of 2 dependencies.

AI Dependency Map

COMPETES_WITH nvidia 0 src · 90%

DEPENDS_ON tsmc 0 src · 95%

AI Impact Map

nvidia COMPETES_WITH 0 src · 90%

intel COMPETES_WITH 0 src · 85%

tsmc SUPPLIES 0 src · 95%

google-cloud-ai-infrastructure PARTNERS_WITH 0 src · 95%

nvidia-blackwell COMPETES_WITH 0 src · 85%

lisa-su OPERATES 0 src· seed · 97%

Customers & Partners

google-cloud-ai-infrastructure partner

Competitors

nvidia 90%

intel 85%

nvidia-blackwell 85%

Research

OpenAI research lab

Ecosystem Map

Neighborhood grouped by layer — click any node to explore. Depth:

If AMD disappeared

Criticality 49/100 (calculated v1 — downstream reach, substitutes, concentration, geography, uniqueness). Impact analysis →