AMD Outpaces Intel in Data Center Growth as Chip Rivalry Intensifies
AMD's record $34.6 billion revenue in 2025 underscores its data center dominance, with $16.6 billion coming from EPYC servers and AI products. Gross margins hit 50%, while Intel's flat $52.9 billion performance highlights its transitional struggles.
Wall Street consensus favors AMD as a Moderate Buy ($296.44 target) versus Intel's Hold rating ($72.98). The divergence reflects AMD's execution in high-growth segments versus Intel's turnaround narrative.
Notably, AMD's diversified revenue streams—including $14.6 billion from Client and Gaming—demonstrate resilience beyond data centers. Intel's Q1 2026 revenue grew 7% to $13.6 billion but posted negative GAAP EPS of $(0.73), signaling ongoing challenges.
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