AMD Manages to Shift The Dynamics of Data Center Markets Into its Favour, Server CPU Market Share Now Poised To Match Intel By 2026

Jun 11, 2025 at 02:53pm EDT
AMD EPYC 9755 Turin "Zen 5" CPU With 128 Cores Is Twice As Fast As EPYC 9754 Bergamo "Zen 4C" CPU With 128 Cores 1

AMD has significantly improved the server CPU market, to the point that, in just a few years, Team Red is now competing with Intel, the segment's leader.

AMD Manages to Scale Up to a 50% Market Share In the Server CPU Segment In Less Than a Decade, Credited to Competitive EPYC CPUs

AMD's data center revenue has seen massive growth over time, especially when compared against its closest counterpart, Intel, which has struggled to find ground in the AI/DC segment. Team Red, with its EPYC server CPU offerings, has grown its market presence to the point where now, according to analysis by Mercury Research (via DigiTimes), AMD is poised to level the competition in the server CPU market, getting close to surpassing the long-standing leader, Intel. The firm is confident of achieving a 50% market share in the server CPU segment within the upcoming years, credited to competitive offerings.

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Interestingly, AMD's share in the server CPU market back in 2017 was zero percent, since the firm hadn't come up with competitive offerings at all. When the firm's CEO took over the office, AMD prioritized the workstation segment, coming up with the EPYC "Naples" series, which brought Zen architecture to the platform for the first time. Fast-forward a few years, and we see AMD gaining adoption at a much larger stage, mainly catalyzed by the EPYC lineups. In the first quarter of 2025, AMD's server market share was reported to be at 39.4%, which marked a QoQ increase of 6.5%.

AMD's ability to increase in presence in the server CPU segment isn't only attributed to the company's growing EPYC lineup. Still, a part has to be played by how the competition level has been constantly declining. Intel's business has been sluggish for the past few quarters, mainly due to the leadership changes and how Team Blue hasn't managed to deliver on expectations. Intel's Xeon platform, which is still highly capable, now faces higher competition than ever, which means that Team Blue needs to step up in the server CPU segment to ensure that it retains the dominant position.

About the author: Muhammad Zuhair is a hardware and technology reporter for Wccftech, specializing in the semiconductor industry and the complex interplay between technology, manufacturing, and geopolitics. His coverage focuses on the corporate strategies and technological roadmaps of industry giants like TSMC, NVIDIA, Samsung, and Intel. Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e.g., 2nm process), the economic impact of policies like the CHIPS Act, and the strategic development of AI infrastructure from NVIDIA, AMD and Intel.

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