Intel vs AMD: Which is a Better Long-Term Buy?

• Intel (INTC) posted Q4 gross of $13.67B (+2.14% vs. estimate) with Data Center up 9% to $4.74B, but foundry losses deed $2.51B successful Q4 alone; AMD (AMD) crushed expectations with Q4 gross of $10.27B (+5.64% vs. estimate) and +34.1% year-over-year growth, with Data Center gross surging 39% to a grounds $5.38B driven by EPYC processors and Instinct GPUs.

• Nvidia (NVDA) committed a $5.0B equity concern successful Intel to enactment 18A manufacturing credibility.

• Intel is spending heavy connected foundry ambitions portion AMD’s fabless exemplary and execution are capturing AI infrastructure request faster, though AMD faces China export power headwinds that could interaction MI308 GPU sales.

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Intel's Q4 gross came successful astatine $13.67B, beating the $13.39B estimation by 2.14%, but fell 4.1% twelvemonth implicit year. The Data Center and AI conception grew 9% to $4.74B, offset by the Client Computing Group, which declined 8% to $8.19B. The foundry concern posted a $2.51B operating nonaccomplishment successful Q4 alone.

AMD's 4th stood retired connected its ain merits. Q4 gross reached $10.27B, beating estimates by 5.64% and rising 34.1% twelvemonth implicit year. Its Data Center conception deed a grounds $5.38B, up 39% twelvemonth implicit year, powered by EPYC server processors and Instinct GPU shipments. The Client conception grew 34% to $3.10B. Lisa Su called 2025 "a defining twelvemonth for AMD, with grounds gross and net driven by beardown execution and broad-based request for our high-performance and AI platforms."

Intel carries the afloat load of an integrated instrumentality manufacturer, spending $4.02B successful Q4 superior expenditures gathering retired Intel 18A, its astir precocious U.S.-manufactured process node. That stake could beryllium transformative if outer foundry customers materialize, but it costs enormously today. AMD spent conscionable $222M successful Q4 capex arsenic a fabless company, relying connected Taiwan Semiconductor Manufacturing (NYSE:TSM) portion directing resources toward merchandise design.