Sectivia

AMDvs.Western Digital

AMD vs WDC · 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.

AMD is about 5.1× larger than Western Digital by market cap; Western Digital trades at the lower P/E (16.6 vs 123.3); year to date, Western Digital leads (+152.7% vs +113.3%).

Side by side

AMDWDC
Market cap$793B$157B
Price$479.18$450.75
Today+4.9%+3.5%
Return YTD+113.3%+152.7%
Return 1Y+172.3%+465.6%
P/E123.316.6
P/S19.212.1
P/B11.817.7

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 →

Western DigitalWDC

NASDAQ · USA

Hard drives for data centres, where AI has pushed demand for cheap bulk capacity to records.

Data center storage
Full WDC profile →

More AMD & WDC comparisons

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

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