AMD vs Intel: Which Stock Will Lead in 2026?

"AMD's fourth quarter results were hard to argue with. Revenue hit $10.27 billion, up 34.1% year over year, beating estimates of $9.72 billion by 5.64%. The Data Center segment was the headline driver, posting a record $5.38 billion, up 39% year over year, fueled by EPYC server processors and Instinct GPU shipments."

"Intel's quarter told a different story. Revenue came in at $13.67 billion, down 4.1% year over year, with a GAAP net loss of $591 million. The Client Computing Group, still Intel's largest segment, declined 7% to $8.19 billion."

"AMD's strategy is gaining traction: sell more EPYC CPUs into hyperscale data centers, scale Instinct GPU deployments alongside NVIDIA, and expand the software ecosystem through ROCm."

"The partnership pipeline carries real commercial weight - AMD has secured a 6 gigawatt GPU deployment commitment from OpenAI, an Oracle AI supercluster order of 50,000 Instinct MI450 GPUs targeted for Q3 2026, and a 1 gigawatt AI infrastructure deal with Cisco and HUMAIN by 2030."

AMD closed 2025 with record revenue of $10.27 billion, driven by a strong Data Center segment. Intel reported $13.67 billion in revenue but faced a GAAP net loss of $591 million. AMD's strategy focuses on expanding AI infrastructure and partnerships, including significant GPU commitments from OpenAI and Oracle. In contrast, Intel's performance was hindered by a decline in its Client Computing Group and ongoing losses in its Foundry business, indicating a challenging path ahead for its turnaround efforts.

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