Advanced Micro Devices vs Broadcom
OpenAI and Meta each signed 6GW — demand visibility does not get better than this. 13 straight quarters of AI semiconductor acceleration — the second blitz is underway.
Advanced Micro Devices by 1
| Item | Max | Advanced Micro Devices | Broadcom |
|---|---|---|---|
| Blitz Index total | / 100 | 62 | 61 |
| Grade | — | B | B |
| A · Speed | / 25 | 19 | 20 |
| B · Moat | / 60 | 36 | 36 |
| C · Creative destruction | / 15 | 10 | 10 |
| D · Demerits | / 30 | -3 | -5 |
The success line is 65. Demerits (section D) are subtracted; a demerit total of 15 or more flags a company for BlitzFailing watch. Scores as of the 2026 Q4 review.
Verdict — business structure only
Nearly identical totals (62 vs 61) from different shapes. Broadcom is slightly faster (20 vs 19) on AI semiconductor growth (+221% YoY), while AMD's speed (19) rests on data-center growth (+107%). The moats are close (36 vs 35) but different in kind: Broadcom's is bundle lock-in (VCF, ~$110B order backlog) while AMD's is contract lock-in (6GW OpenAI/Meta). Broadcom carries more demerits (-5 vs -3) from acquisition leverage and litigation. The structural difference is that Broadcom buys its position (VMware) while AMD builds it (Helios rack-scale).
Key figures
| Advanced Micro Devices | Figure |
|---|---|
| TTM revenue | $41.3B |
| Growth | Q2 2026 +50% YoY; Data Center +107% |
| Broadcom | Figure |
|---|---|
| Growth | Q3 FY2026 +86% YoY; AI semiconductors +221% YoY |
| Order backlog | ~$110B |
Key figures are from the companies' published score files (the scorecard's English summary). A figure is shown only where the score file states it.
Full scorecards: Advanced Micro Devices — Blitz Index 62 · Broadcom — Blitz Index 61
Run your own pairing: open this pair in the interactive compare tool, or pick any two of the 157 scored companies.
How to read this
Both companies passed the same two gates before scoring: real product-market traction (G1), and a ten-year market ceiling of at least ten times current revenue (G2). The Blitz Index then grades speed (25), moat (60) and creative destruction (15), and subtracts BlitzFailing demerits (up to −30) for debt, revenue quality, governance and regulatory cost. The model is frozen at v1.0; past scores are never silently rewritten. Our own pre-registered tests found the score measures business quality — it does not predict stock returns.
Research only — not investment advice. Scores measure blitzscaling strategy from public data. Not a recommendation to buy, sell, or hold any security.