AMD's Q1 2026 CPU statistics are out, with its server side scoring a mighty 46.2% revenue share as EPYC sales continue to gain momentum.
Q1 2026 Results for AMD are rock solid, with server & Client CPU Segments Seeing Record Revenue Gains
Mercury Research has shared the latest CPU statistics results for Q1 2026, showcasing AMD's superb performance in the x86 segment. AMD's total CPU unit share reached 30%, up 5.6 points versus last year, while its overall revenue share increased to 38.1%.
The full highlights from Mercury Research (via AMD) are as follows:
- Server revenue share increased 6.8% points Y/Y and 4.9% points Q/Q to a record 46.2%.
- Client revenue share increased 4.8% points Y/Y and 0.2% points Q/Q to 31.4%.
- Desktop revenue share increased 3.2% points Y/Y and -5.0% points Q/Q to 37.6%.
- Notebook revenue share increased 6.6% points Y/Y and 4.0% points Q/Q to 28.9%.
- Overall revenue share increased 6.5% Y/Y and 2.7% points Q/Q to 38.1%.
Breaking down the per-segment revenue and unit statistics, AMD's Server CPU division, mainly including the EPYC lineup, saw a record revenue share of 46.2%, with the unit share now sitting at 33.2%. AMD now has half the revenue of the entire server segment, showcasing its strengths with its existing Genoa and Turin families, and gearing up with the next-generation Venice, Verano, and MI400 series, which will be featured inside the Helios AI racks.
On the client side, the Desktop segment was down 3.2 points versus the previous quarter and up 5.1 points versus the prior year. In terms of revenue, the desktop CPU segment reported a 37.6% share, down 5.0 points versus the previous quarter but up 3.2 points versus the last year. This is due to PC prices impacting consumer interest in desktop PCs, as memory and GPU prices have swollen drastically, leading customers to refrain from buying new upgrades or PCs.
The mobile segment, on the other hand, did well, gaining a unit share of 28.3% (up 2.3 points Q/Q) and a revenue share of 28.9% (up 4.0 points Q/Q). AMD's Ryzen AI and Ryzen AI MAX lineup continues seeing good response based on their overall performance and efficiency, along with great AI capabilities thanks to continued Ryzen XDNA updates.
Mercury’s latest Q1 2026 report was released yesterday and reinforces AMD’s leadership position, with a record 46.2% server revenue share driven by sustained EPYC adoption across cloud and enterprise, and accelerating AI momentum as Instinct adoption expands across hyperscale and enterprise customers.
This performance aligns with AMD’s outstanding start to the year, with consistent share gains across key compute segments reflecting disciplined execution and the strength of AMD’s leadership portfolio, from EPYC and Instinct in the data center to Ryzen and Radeon in client and gaming, supported by a robust roadmap including next-generation “Turin,” “Venice,” MI400 series and Helios platforms. Together, this positions AMD to capture a significant share of the rapidly expanding AI and high-performance compute market.
via AMD
Overall, the client side saw a unit share of 29.6% and a revenue share of 31.4%, up from 29.2% and 31.2% versus the previous quarter, respectively.
| AMD Share Summary - Finals | 2026 Q1 | 2025 Q4 | 2025 Q1 | Unit Share | Revenue Share | |||||
| Current Quarter | Prior Quarter | Year Ago Quarter | Change (points) | Change (points) | ||||||
| Unit | Revenue Share** | Unit | Revenue Share | Unit | Revenue Share | Q/Q | Y/Y | Q/Q | Y/Y | |
| Share* | Share | Share | ||||||||
| Server | 33.2% | 46.2% | 30.0% | 41.3% | 27.2% | 39.5% | 3.3 | 6.0 | 4.9 | 6.8 |
| Desktop | 33.2% | 37.6% | 36.4% | 42.6% | 28.0% | 34.4% | -3.2 | 5.1 | -5.0 | 3.2 |
| Mobile | 28.3% | 28.9% | 26.0% | 24.9% | 22.5% | 22.2% | 2.3 | 5.8 | 4.0 | 6.6 |
| Total Client | 29.6% | 31.4% | 29.2% | 31.2% | 24.1% | 26.6% | 0.4 | 5.5 | 0.2 | 4.8 |
| Total CPU | 30.0% | 38.1% | 29.3% | 35.4% | 24.4% | 31.7% | 0.7 | 5.6 | 2.7 | 6.5 |
| *Quarterly Processor Research Report (2026 Q2)**Note – Revenue share calculated by AMD based on Mercury data | ||||||||||
As the Agentic AI craze continues, AMD is expected to ship increased volumes of its existing families, such as 4nm/3nm EPYC CPUs, alongside its upcoming 2nm family to meet the increasing demands.
TSMC has become a bottleneck as it faces a huge influx of wafer orders from AI firms and other competing CPU brands since everyone is going after processors, making their own in-house designs nowadays. Expect the coming quarters for AMD to be very positive regarding the server side as it has raised its overall server CPU forecast to $120 billion, while the client side will be slower than usual.
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