AMD vs Blaize
AMD is larger by market cap ($774.3B vs $160M). AMD reports higher tracked revenue ($34.6B vs $39M). AMD's primary segment is CPU; Blaize's is GPU & AI Accelerators.
Shared segment: Design (Fabless).
Side-by-side
| AMD | Blaize | |
|---|---|---|
| Market cap | $774.3B | $160M |
| Revenue | $34.6B (FY2025) | $39M (FY2025) |
| Primary segment | CPU | GPU & AI Accelerators |
| Market position | major | niche |
| Country | United States | United States |
| Tracked suppliers | 77 | 2 |
| Tracked customers | 23 | 0 |
| Chokepoint / criticality | 68/100 | 0/100 |
Market caps/revenue from the wafergraph dataset · data as of 2026-08-12. Criticality is a graph-derived chokepoint score (0–100). Coverage is partial; "Unpriced" means no reliable market cap.
How AMD and Blaize compare
- Size: AMD is the larger company by market cap.
- Revenue: AMD reports higher tracked revenue.
- Supply-chain criticality: AMD has the higher chokepoint score (68/100 vs 0/100).
- Footprint: AMD (United States) vs Blaize (United States).