Intel and AMD are gearing up to report Q4 earnings. BofA analyst maintains Underperform on Intel and Neutral on AMD, citing ...

At best, Advanced Micro Devices (AMD) and Intel (INTC) are actively competing with AI chips to seek positioning as viable alternatives for Nvidia’s H100 (the company’s graphics processing unit).

Advanced Micro Devices, Inc (NASDAQ:AMD) surpassed Intel’s data center chip revenue in the last quarter, marking a reversal from 2022 when Intel’s data center revenue was three times that of AMD.

AMD grew by 0.1 points from the previous quarter to 17.6 percent against Intel’s 82.4 percent, which McCarron said was the “smallest server share move in nearly four years.” In comparison to ...