Advanced Micro Devices, Inc. (AMD) vs GE Aerospace (GE)

Advanced Micro Devices develops a broad range of digital semiconductors for end markets including PCs, gaming consoles, data centers with AI workloads, industrial systems, and automotive applications. The company has traditionally been strongest in central processing units and graphics processing units for PCs and data centers, while increasingly establishing itself as a notable competitor in AI GPUs and related hardware. AMD also provides the chips used in leading game consoles such as Sony PlayStation and Microsoft Xbox.

GE Aerospace (GE) is a global leader in the design, manufacturing, and servicing of commercial aircraft turbine engines, including through its CFM joint venture with Safran. Supported by a vast installed base of nearly 80,000 commercial and military engines worldwide, the company generates most of its profits from recurring service revenue tied to equipment that remains in operation for decades. GE Aerospace is now the core remaining business of the company founded in 1892, which has historical connections to American inventor Thomas Edison. General Electric evolved into a renowned conglomerate, reaching peak revenue of $130 billion in 2000, before spinning off its appliance, finance, healthcare, wind, and power businesses between 2016 and 2024.