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AMD

Instinct GPUs and Helios rack systems

Ranked #2 in Best AI Chip Companies.

AMD, based in Santa Clara, California, designs the Instinct MI series of data centre GPUs and Helios rack-scale systems. In October 2025 it signed a multi-year deal to supply OpenAI with Instinct GPUs, giving OpenAI an option to take up to a 10% stake, and it also has an agreement with Anthropic for up to 2 gigawatts of MI450 GPUs.

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At a glance

Price fromCustom
Best forCloud providers and AI labs that want a second GPU supplier

From AMD's own website.

What stands out

  • Large memory on Instinct GPUs
  • Major supply deals with OpenAI and Anthropic

Worth knowing

  • Software stack less mature than CUDA
  • Much smaller AI share than Nvidia

How it ranks

AMD is ranked 2nd of 10 in Best AI Chip Companies (Lister Score 95.9).

#2 in Best AI Chip Companies · Lister Score 95.9

AMD's data centre segment, which includes its EPYC CPUs, earned $6.7 billion in the second quarter of 2026, up 107% year on year..

RankBest AI Chip CompaniesScore
1Nvidia97.4
2AMD95.9
3Google (TPU)94.7
4Broadcom93.5
5Amazon Web Services (Trainium)92.2
6Huawei (Ascend)90.8
7Cerebras89.5
8Intel88.1
9Qualcomm86.6
10Tenstorrent85.2

Frequently asked questions

How does AMD rank on Lister?

AMD is ranked 2nd of 10 in Best AI Chip Companies (Lister Score 95.9).

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#2 in Best AI Chip Companies
RANKED #2 ON LISTERBest AI Chip Companies