公司比较
并排比较供应链位置、机构信号和新闻间隙评分。
VS
市值区间
巨型vs超大型
链条角色
leadervsleader
间隙评分
N/AvsN/A
IB活动
N/AvsN/A
营收结构比较
NVDA
AMD
简介
NVIDIA is the dominant designer of graphics processing units and AI accelerator chips. Its data-center GPU monopoly powers the generative-AI revolution, with the H100 and successor Blackwell GPUs serving as the de-facto standard for training and running large language models.
成立时间
1993
员工人数
32,000+
总部
Santa Clara, California, USA
营收
$130.5B
Data Center78%
Gaming12%
Professional Visualization4%
Automotive & Robotics4%
OEM & Other2%
新闻缺口信号
此股票代码没有新闻缺口数据。
机构信号
此代码没有13F信号记录。
级联模式
关键关系
TSM· Taiwan Semiconductor Manufacturing Company
supplier005930.KS· Samsung Electronics
supplier000660.KS· SK Hynix
supplierMU· Micron Technology
supplierMSFT· Microsoft Corporation
customer简介
AMD designs high-performance CPUs and GPUs for data centers, PCs, and gaming. Its EPYC server CPUs have taken 35%+ x86 server market share from Intel, while its Instinct MI300 AI accelerators are a credible alternative to NVIDIA in AI inference workloads.
成立时间
1969
员工人数
26,000+
总部
Santa Clara, California, USA
营收
$22.7B
Data Center52%
Client (PC)28%
Gaming12%
Embedded (Xilinx)8%
新闻缺口信号
此股票代码没有新闻缺口数据。
机构信号
此代码没有13F信号记录。
级联模式
未出现在任何追踪的级联模式中。
关键关系
TSM· Taiwan Semiconductor Manufacturing Company
supplier000660.KS· SK Hynix
supplierNVDA· NVIDIA Corporation
competitorMSFT· Microsoft Corporation
customer