What's going on with AMD & Intel's data center market?

As you can see, AMD's peak of 21.9% of PC revenue occurred back in the second quarter of 2022, while its data center peak of 30.3% revenue share happened in the fourth quarter. We asked Intel for a comment on the general state of the market. "Intel is seeing increasing stability in the data center and PC markets.

Why is AMD gaining popularity in the data center market?

The increase in AMD's sales in the data center market can be linked to rising demand for efficient yet affordable processors, essential for strengthening data center networks. Intel's Xeon processors have long dominated in server environments, but AMD's EPYC chips are now highly favored due to their lower price and superior efficiency.

Is AMD gaining market share at Intel's expense?

As data centers continue to expand globally and consumers increasingly seek high-performance, cost-effective processors, AMD appears poised to continue gaining market share at Intel's expense, challenging the long-standing dominance Intel has held in this market. This article first appeared on GuruFocus.