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Nvidia vs. AMD vs. Intel: Comparing AI Chip Sales

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Chart shows AI chips sized according to the quarterly revenue of the Data Center segment for Nvidia, AMD, and Intel from Q2 2021 to Q2 2023. Nvidia has seen the highest growth and had Data Center revenue of $10.3 billion in Q2 2023 compared to $1.3 billion for AMD and $4.0 billion for Intel.

Nvidia vs. AMD vs. Intel: Comparing AI Chip Sales

Nvidia has become an early winner of the generative AI boom.

The company reported record revenue in its second quarter earnings report, with sales of AI chips playing a large role. If we compare to other American competitors, what do the AI chip sales of Nvidia vs. AMD vs. Intel look like?

In this graphic, we use earnings reports from each company to see their revenue over time.

 

 

A Clear Leader Emerges

While the companies don’t report revenue for their AI chips specifically, they do share revenue for their Data Center segment.

The Data Center segment includes chips like Central Processing Units (CPUs), Data Processing Units (DPUs), and Graphic Processing Units (GPUs). The latter are preferred for AI because they can perform many simple tasks simultaneously and efficiently.

Below, we show how quarterly Data Center revenue has grown for Nvidia vs. AMD vs. Intel.

NvidiaAMDIntel
Q2 2021$2.4B$0.8B$5.7B
Q3 2021$2.9B$1.1B$5.9B
Q4 2021$3.3B$1.2B$6.7B
Q1 2022$3.8B$1.3B$6.1B
Q2 2022$3.8B$1.5B$4.7B
Q3 2022$3.8B$1.6B$4.4B
Q4 2022$3.6B$1.7B$4.6B
Q1 2023$4.3B$1.3B$3.7B
Q2 2023$10.3B$1.3B$4.0B

Source: Nvidia, AMD, Intel. Quarters are based on the calendar year. In cases where revenue was revised at a later date, we have used the latest available revision. Intel integrated its Accelerated Computing Systems & Graphics (AXG) group into its Data Center Group in 2023. We have included revenue from the AXG group in the Data Center revenue for quarters prior to 2023 except for Q1 and Q2 2022, where revised Data Center revenue was provided by Intel.

 

Nvidia’s Data Center revenue has quadrupled over the last two years, and it’s estimated to have more than 70% of the market share for AI chips.

The company achieved dominance by recognizing the AI trend early, becoming a one-stop shop offering chips, software, and access to specialized computers. After hitting a $1 trillion market cap earlier in 2023, the stock continues to soar.

Competition Between Nvidia vs. AMD vs. Intel

If we compare Nvidia vs. AMD, the latter company has seen slower growth and less revenue. Its MI250 chip was found to be 80% as fast as Nvidia’s A100 chip.

However, AMD has recently put a focus on AI, announcing a new MI300X chip with 192GB of memory compared to the 141GB that Nvidia’s new GH200 offers. More memory reduces the amount of GPUs needed, and could make AMD a stronger contender in the space.

In contrast, Intel has seen yearly revenue declines and has virtually no market share in AI chips. The company is better known for making traditional CPUs, and its foray into the AI space has been fraught with issues. Its Sapphire Rapids processor faced years of delays due to a complex design and numerous glitches.

Going forward, all three companies have indicated they plan to increase their AI offerings. It’s not hard to see why: ChatGPT reportedly runs on 10,000 Nvidia A100 chips, which would carry a total price tag of around $100 million dollars.

As more AI models are developed, the infrastructure that powers them will be a huge revenue opportunity.

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Ranked: Semiconductor Companies by Industry Revenue Share

Nvidia is coming for Intel’s crown. Samsung is losing ground. AI is transforming the space. We break down revenue for semiconductor companies.

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A cropped pie chart showing the biggest semiconductor companies by the percentage share of the industry’s revenues in 2023.

Semiconductor Companies by Industry Revenue Share

This was originally posted on our Voronoi app. Download the app for free on Apple or Android and discover incredible data-driven charts from a variety of trusted sources.

Did you know that some computer chips are now retailing for the price of a new BMW?

As computers invade nearly every sphere of life, so too have the chips that power them, raising the revenues of the businesses dedicated to designing them.

But how did various chipmakers measure against each other last year?

We rank the biggest semiconductor companies by their percentage share of the industry’s revenues in 2023, using data from Omdia research.

Which Chip Company Made the Most Money in 2023?

Market leader and industry-defining veteran Intel still holds the crown for the most revenue in the sector, crossing $50 billion in 2023, or 10% of the broader industry’s topline.

All is not well at Intel, however, with the company’s stock price down over 20% year-to-date after it revealed billion-dollar losses in its foundry business.

RankCompany2023 Revenue% of Industry Revenue
1Intel$51B9.4%
2NVIDIA$49B9.0%
3Samsung
Electronics
$44B8.1%
4Qualcomm$31B5.7%
5Broadcom$28B5.2%
6SK Hynix$24B4.4%
7AMD$22B4.1%
8Apple$19B3.4%
9Infineon Tech$17B3.2%
10STMicroelectronics$17B3.2%
11Texas Instruments$17B3.1%
12Micron Technology$16B2.9%
13MediaTek$14B2.6%
14NXP$13B2.4%
15Analog Devices$12B2.2%
16Renesas Electronics
Corporation
$11B1.9%
17Sony Semiconductor
Solutions Corporation
$10B1.9%
18Microchip Technology$8B1.5%
19Onsemi$8B1.4%
20KIOXIA Corporation$7B1.3%
N/AOthers$126B23.2%
N/ATotal $545B100%

Note: Figures are rounded. Totals and percentages may not sum to 100.


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Meanwhile, Nvidia is very close to overtaking Intel, after declaring $49 billion of topline revenue for 2023. This is more than double its 2022 revenue ($21 billion), increasing its share of industry revenues to 9%.

Nvidia’s meteoric rise has gotten a huge thumbs-up from investors. It became a trillion dollar stock last year, and broke the single-day gain record for market capitalization this year.

Other chipmakers haven’t been as successful. Out of the top 20 semiconductor companies by revenue, 12 did not match their 2022 revenues, including big names like Intel, Samsung, and AMD.

The Many Different Types of Chipmakers

All of these companies may belong to the same industry, but they don’t focus on the same niche.

According to Investopedia, there are four major types of chips, depending on their functionality: microprocessors, memory chips, standard chips, and complex systems on a chip.

Nvidia’s core business was once GPUs for computers (graphics processing units), but in recent years this has drastically shifted towards microprocessors for analytics and AI.

These specialized chips seem to be where the majority of growth is occurring within the sector. For example, companies that are largely in the memory segment—Samsung, SK Hynix, and Micron Technology—saw peak revenues in the mid-2010s.


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