AMD has seen success with its MI300 and MI400 GPUs, while Intel’s data center business has been inconsistent. AMD is winning deals with hyperscalers, while Intel aims to reinvent itself. The AI revolution relies heavily on GPUs, with AMD and Intel competing for market share. AMD’s data center segment generated $4.3 billion in revenue in Q3 2025, up 22% from the previous year, while Intel’s data center business reported $4.1 billion in sales, a 1% decline.

AMD gained traction in data centers with its MI300 accelerators, challenging Nvidia’s dominance. Intel’s diverse business includes data centers, hardware, and foundry services. Nvidia’s $5 billion investment in Intel could boost its data center segment. AMD’s full-stack approach with hardware and software has attracted major customers like Microsoft and Meta Platforms, giving it a competitive edge over Intel.

AMD’s growth in the data center segment outpaces Intel’s, with a strong focus on AI infrastructure. Intel’s partnership with Nvidia may not be enough to compete with AMD’s strategic position. TSMC’s dominance in foundry services has further weakened Intel’s position. Intel remains a turnaround story, while AMD is strategically positioned for future growth in the data center business. Investors should consider AMD’s potential in the multi-trillion dollar infrastructure opportunity.

The Motley Fool’s Stock Advisor team recommends 10 stocks to buy now, excluding Advanced Micro Devices. Past recommendations have yielded significant returns, outperforming the S&P 500. AMD’s progress challenges Intel, with ongoing momentum and high-profile customer wins. Join Stock Advisor for the latest top 10 list and potential investment opportunities.

Read more at Nasdaq: AMD vs. Intel: Which Chipmaker Is Poised for Explosive Data Center Growth?