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C3.ai, Inc.（AI）与超威半导体（AMD）财务数据对比。点击上方公司名可切换其他公司
超威半导体的季度营收约是C3.ai, Inc.的136.7倍（$10.3B vs $75.1M）。超威半导体净利率更高（14.7% vs -139.3%，领先154.0%）。超威半导体同比增速更快（34.1% vs -20.3%）。超威半导体自由现金流更多（$2.4B vs $-46.9M）。过去两年超威半导体的营收复合增速更高（37.0% vs -2.1%）
C3.ai是全球领先的企业级人工智能软件供应商，主要开发销售可扩展的AI应用、平台工具及垂直行业定制解决方案，服务覆盖制造、能源、金融、医疗、公共部门等领域，助力客户优化运营、降本增效、管控风险，实现数据驱动的业务决策。
超威半导体（AMD）是总部位于美国加利福尼亚州圣克拉拉的跨国半导体企业，专注研发生产面向数据中心、游戏、个人电脑、嵌入式系统的高性能CPU、GPU及自适应片上系统，旗下拥有锐龙、霄龙、镭龙、Instinct等核心产品线，2022年收购赛灵思后拓展了FPGA及自适应计算业务，直接与英特尔、英伟达展开竞争。
AI vs AMD — 直观对比
营收规模更大
AMD
是对方的136.7倍
$75.1M
营收增速更快
AMD
高出54.5%
-20.3%
净利率更高
AMD
高出154.0%
-139.3%
自由现金流更多
AMD
多$2.4B
$-46.9M
两年增速更快
AMD
近两年复合增速
-2.1%
损益表 — Q2 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $75.1M | $10.3B |
| 净利润 | $-104.7M | $1.5B |
| 毛利率 | 40.4% | 54.3% |
| 营业利润率 | -149.2% | 17.1% |
| 净利率 | -139.3% | 14.7% |
| 营收同比 | -20.3% | 34.1% |
| 净利润同比 | -58.7% | 213.5% |
| 每股收益（稀释后） | $-0.75 | $0.92 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收AIAMD
| Q4 25 | $75.1M | $10.3B | ||
| Q3 25 | $70.3M | $9.2B | ||
| Q2 25 | $108.7M | $7.7B | ||
| Q1 25 | $98.8M | $7.4B | ||
| Q4 24 | $94.3M | $7.7B | ||
| Q3 24 | $87.2M | $6.8B | ||
| Q2 24 | $86.6M | $5.8B | ||
| Q1 24 | $78.4M | $5.5B |
净利润AIAMD
| Q4 25 | $-104.7M | $1.5B | ||
| Q3 25 | $-116.8M | $1.2B | ||
| Q2 25 | $-79.7M | $872.0M | ||
| Q1 25 | $-80.2M | $709.0M | ||
| Q4 24 | $-66.0M | $482.0M | ||
| Q3 24 | $-62.8M | $771.0M | ||
| Q2 24 | $-72.9M | $265.0M | ||
| Q1 24 | $-72.6M | $123.0M |
毛利率AIAMD
| Q4 25 | 40.4% | 54.3% | ||
| Q3 25 | 37.6% | 51.7% | ||
| Q2 25 | 62.1% | 39.8% | ||
| Q1 25 | 59.1% | 50.2% | ||
| Q4 24 | 61.3% | 50.7% | ||
| Q3 24 | 59.8% | 50.1% | ||
| Q2 24 | 59.6% | 49.1% | ||
| Q1 24 | 57.8% | 46.8% |
营业利润率AIAMD
| Q4 25 | -149.2% | 17.1% | ||
| Q3 25 | -177.7% | 13.7% | ||
| Q2 25 | -81.8% | -1.7% | ||
| Q1 25 | -88.7% | 10.8% | ||
| Q4 24 | -79.8% | 11.4% | ||
| Q3 24 | -83.2% | 10.6% | ||
| Q2 24 | -95.1% | 4.6% | ||
| Q1 24 | -105.3% | 0.7% |
净利率AIAMD
| Q4 25 | -139.3% | 14.7% | ||
| Q3 25 | -166.2% | 13.4% | ||
| Q2 25 | -73.3% | 11.3% | ||
| Q1 25 | -81.2% | 9.5% | ||
| Q4 24 | -69.9% | 6.3% | ||
| Q3 24 | -72.0% | 11.3% | ||
| Q2 24 | -84.2% | 4.5% | ||
| Q1 24 | -92.6% | 2.2% |
每股收益（稀释后）AIAMD
| Q4 25 | $-0.75 | $0.92 | ||
| Q3 25 | $-0.86 | $0.75 | ||
| Q2 25 | $-0.60 | $0.54 | ||
| Q1 25 | $-0.62 | $0.44 | ||
| Q4 24 | $-0.52 | $0.30 | ||
| Q3 24 | $-0.50 | $0.47 | ||
| Q2 24 | $-0.59 | $0.16 | ||
| Q1 24 | $-0.60 | $0.07 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $675.0M | $10.6B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $771.9M | $63.0B |
| 总资产 | $961.3M | $76.9B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资AIAMD
| Q4 25 | $675.0M | $10.6B | ||
| Q3 25 | $711.9M | $7.2B | ||
| Q2 25 | $742.7M | $5.9B | ||
| Q1 25 | $724.3M | $7.3B | ||
| Q4 24 | $730.4M | $5.1B | ||
| Q3 24 | $762.5M | $4.5B | ||
| Q2 24 | $750.4M | $5.3B | ||
| Q1 24 | $723.3M | $6.0B |
股东权益AIAMD
| Q4 25 | $771.9M | $63.0B | ||
| Q3 25 | $798.8M | $60.8B | ||
| Q2 25 | $838.3M | $59.7B | ||
| Q1 25 | $860.2M | $57.9B | ||
| Q4 24 | $859.0M | $57.6B | ||
| Q3 24 | $874.9M | $57.0B | ||
| Q2 24 | $873.4M | $56.5B | ||
| Q1 24 | $898.0M | $56.2B |
总资产AIAMD
| Q4 25 | $961.3M | $76.9B | ||
| Q3 25 | $968.7M | $76.9B | ||
| Q2 25 | $1.0B | $74.8B | ||
| Q1 25 | $1.1B | $71.5B | ||
| Q4 24 | $1.0B | $69.2B | ||
| Q3 24 | $1.1B | $69.6B | ||
| Q2 24 | $1.0B | $67.9B | ||
| Q1 24 | $1.1B | $67.9B |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $-46.5M | $2.6B |
| 自由现金流经营现金流 - 资本支出 | $-46.9M | $2.4B |
| 自由现金流率自由现金流/营收 | -62.4% | 23.2% |
| 资本支出强度资本支出/营收 | 0.5% | 2.2% |
| 现金转化率经营现金流/净利润 | — | 1.72× |
| 过去12个月自由现金流最近4个季度 | $-93.2M | $6.7B |
8季度趋势，按日历期对齐
经营现金流AIAMD
| Q4 25 | $-46.5M | $2.6B | ||
| Q3 25 | $-33.5M | $2.2B | ||
| Q2 25 | $11.3M | $2.0B | ||
| Q1 25 | $-22.0M | $939.0M | ||
| Q4 24 | $-38.7M | $1.3B | ||
| Q3 24 | $8.0M | $628.0M | ||
| Q2 24 | $21.3M | $593.0M | ||
| Q1 24 | $-39.1M | $521.0M |
自由现金流AIAMD
| Q4 25 | $-46.9M | $2.4B | ||
| Q3 25 | $-34.3M | $1.9B | ||
| Q2 25 | $10.3M | $1.7B | ||
| Q1 25 | $-22.4M | $727.0M | ||
| Q4 24 | $-39.5M | $1.1B | ||
| Q3 24 | $7.1M | $496.0M | ||
| Q2 24 | $18.8M | $439.0M | ||
| Q1 24 | $-45.1M | $379.0M |
自由现金流率AIAMD
| Q4 25 | -62.4% | 23.2% | ||
| Q3 25 | -48.8% | 20.6% | ||
| Q2 25 | 9.5% | 22.5% | ||
| Q1 25 | -22.7% | 9.8% | ||
| Q4 24 | -41.9% | 14.2% | ||
| Q3 24 | 8.2% | 7.3% | ||
| Q2 24 | 21.7% | 7.5% | ||
| Q1 24 | -57.6% | 6.9% |
资本支出强度AIAMD
| Q4 25 | 0.5% | 2.2% | ||
| Q3 25 | 1.1% | 2.8% | ||
| Q2 25 | 0.9% | 3.7% | ||
| Q1 25 | 0.4% | 2.9% | ||
| Q4 24 | 0.9% | 2.7% | ||
| Q3 24 | 1.1% | 1.9% | ||
| Q2 24 | 2.9% | 2.6% | ||
| Q1 24 | 7.8% | 2.6% |
现金转化率AIAMD
| Q4 25 | — | 1.72× | ||
| Q3 25 | — | 1.74× | ||
| Q2 25 | — | 2.31× | ||
| Q1 25 | — | 1.32× | ||
| Q4 24 | — | 2.70× | ||
| Q3 24 | — | 0.81× | ||
| Q2 24 | — | 2.24× | ||
| Q1 24 | — | 4.24× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
AI
| License And Service | $70.2M | 93% |
| Professional Services | $4.9M | 7% |
AMD
| Other | $5.4B | 52% |
| Client | $3.1B | 30% |
| Embedded | $950.0M | 9% |
| Gaming | $843.0M | 8% |
