AMD

Designs the GPUs that train and run most big AI models, and the CUDA software they run on.

$89.0B data centre revenue in the quarter to July 2026 (fiscal Q2 2027), out of $96.2B total

Makes ChatGPT, the assistant most people use, and sells its models to businesses through an API.

About $13B revenue in 2025, against about $34B of costs (reported)

Makes Gemini, the assistant built into Android, Search and Workspace.

25% of AI chip supply (Epoch AI)

Designs its own Trainium AI chips and rents them out through AWS.

5% of AI chip supply (Epoch AI)

Designs custom AI chips for big clouds and AI labs, and the networking chips that link them.

AI chip revenue $16.7B in a quarter, up 221%

Makes fast inference chips for running models, built around its own LPU design.

$3.5B in a 2026 round that followed its Nvidia licensing deal

Makes very large single-chip AI systems built for fast answers from models.

$510M in 2025, with $87.9M net income

Designs custom AI chips for large cloud customers, and the optical chips that link data centres.

$2.006B in the quarter to July 2026 (fiscal Q2 2026), up 58%

Licenses the processor designs (CPU cores) that most of the world's chips are built on, and earns royalties on each chip sold.

$4.92B for the year to March 2026, a record