As AI investment热度 continues to surge, investors are turning to semiconductor and software players beyond Nvidia. AMD and Intel are emerging as compelling alternatives, with growing market share and strategic AI advancements.
- AMD’s data center revenue rose 34% YoY in Q4 2025, fueled by MI300X AI accelerators
- Intel’s Gaudi 3 chips delivered 22% better performance-per-watt than rival offerings
- Intel secured a $900 million AI hardware contract with a leading U.S. cloud provider
- Intel’s AI product revenue grew 19% sequentially in Q4 2025
- AMD’s market cap reached $285 billion in January 2026
- Intel plans $5 billion in AI fabrication investments by 2027
While Nvidia remains a dominant force in the AI chip market, a shift is underway as investors diversify into alternative semiconductor and software firms with strong AI exposure. Advanced Micro Devices (AMD) and Intel (INTC) are increasingly positioned as key beneficiaries of the AI infrastructure boom, offering competitive alternatives to Nvidia's GPUs. AMD has reported a 34% year-over-year increase in data center revenue for Q4 2025, driven by its MI300X accelerator series, which now holds approximately 12% of the AI training chip market. The company has secured major contracts with cloud providers, including a $900 million deal with a top-tier U.S. hyperscaler for next-generation AI accelerators. Meanwhile, Intel has made strides with its Gaudi 3 AI chips, achieving 22% higher performance-per-watt than comparable offerings in internal benchmarks, according to company disclosures. In addition, Intel reported a 19% sequential rise in revenue from its AI-focused products in Q4 2025, signaling strong adoption in enterprise and cloud environments. The company has also announced a $5 billion investment in AI fabrication capacity by 2027, underscoring its long-term commitment to the space. AMD’s market capitalization has climbed to $285 billion as of January 2026, reflecting growing investor confidence in its AI roadmap. The broader market impact includes increased competition in the AI hardware sector, which could lead to more pricing flexibility and innovation. Software partners, cloud providers, and system integrators benefit from a diversified supplier base. Retail and institutional investors alike are adjusting portfolios to include these two semiconductor leaders as part of a balanced AI exposure strategy.