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AMDvs.Broadcom

AMD vs AVGO · both in Chips & accelerators, part of the AI & digital infrastructure value chain: Designs and builds the processors, accelerators and memory that train and run AI.

Broadcom is about 2.5× larger than AMD by market cap; Broadcom trades at the lower P/E (68.4 vs 123.3); year to date, AMD leads (+113.3% vs +3.7%).

Side by side

AMDAVGO
Market cap$793B$2T
Price$479.18$356.74
Today+4.9%−0.6%
Return YTD+113.3%+3.7%
Return 1Y+172.3%+22.0%
P/E123.368.4
P/S19.226.6
P/B11.822.9

Data as of 2026-08-26 · updates daily after U.S. close

The two companies

AMDAMD

NASDAQ · USA

The MI series is the closest thing Nvidia has to a direct rival in AI GPUs. AMD also ships EPYC processors for servers and Ryzen for PCs.

AI hardwareData center exposure
Full AMD profile →

BroadcomAVGO

NASDAQ · USA

Custom silicon designed to order: Broadcom builds AI ASICs to hyperscalers' own specifications, Google's TPUs among them. Tomahawk and Jericho chips move the network traffic, and VMware supplies the infrastructure software.

AI hardwareCustom siliconInfrastructure software
Full AVGO profile →

More AMD & AVGO comparisons

Other head-to-heads in the Chips & accelerators segment.

See where AMD and AVGO sit in the full AI & digital infrastructure map: every segment from suppliers to end markets.Open the AI value chain →