By Aniruddha Ganguly
Publication Date: 2026-03-19 17:19:00
Advanced Micro Devices AMD and Broadcom AVGO are key providers of semiconductor chips that power artificial intelligence (AI). While AMD’s EPYC CPU and Instinct GPU power cloud, AI and high-performance computing, Broadcom’s focus is on enabling AI infrastructure through ASICs (custom chips) for hyperscalers, as well as switches, NICs, and interconnects. Both companies are benefiting from higher spending on AI infrastructure. Per CNBC, Alphabet, Meta Platforms, Amazon and Microsoft are expected to spend roughly $700 billion on developing AI infrastructure in 2026 on a combined basis.
So, AMD or Broadcom, which is a better buy in the current scenario? Let’s find out.
AMD outlined its “AI Everywhere, for Everyone” strategy at the CES 2026 with the introduction of Helios rack-scale platform, Instinct MI400 series lineup and Ryzen AI 400 and AI PRO 400 Series processors for AI PCs. AMD expects its data center AI revenues to see a CAGR of more than 80% over the next…
