AMD (AMD): AI growth strategy, server shipments surge, and analyst ratings

Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the must-buy AI stocks to invest in. On December 22, Rosenblatt ...

2 AI stocks riding a server boom that's accelerating faster than anyone expected

Micron's revenue surged 57 year over year in the first quarter of fiscal 2026, and net income nearly tripled. While Micron's ...
Benzinga.com

AMD Grabs 33% of Server CPU Market and Prepares for Major Processor Launch: Report

Advanced Micro Devices, Inc (NASDAQ:AMD) claims it holds a 33% share in the server CPU market as it prepares to launch its next-gen “Turin” processors and unveils a GPU roadmap following the MI300 ...
TweakTown

Qualcomm unveils its new 24-core server CPU based on an ARM design

Qualcomm has just unveiled its plans to enter the server CPU market with a new custom processor based on an ARM design. Qualcomm's latest chip is being aimed at the likes of hyper-scale customers like ...
TweakTown

AMD has close to 40% of the server market, should match (and possibly surpass) Intel by 2026

TL;DR: AMD's server CPU market share surged to 39.4% in Q1 2025, with projections to exceed 40% by year-end and reach 50% in 2026, challenging Intel's dominance. Strong growth in desktop and notebook ...
Forbes

AMD EPYC Server CPU Launches With Broad OEM, ODM, ISV, IHV Support

The server CPU business has never been any easy one for anyone, even for Advanced Micro Devices, who once held 25%-unit share. Many companies have tried and failed to penetrate the enterprise “wall of ...
ZDNet

CPU roadmap: server processors

In the world of processors, attention seems firmly focused on the fast-paced desktop and mobile markets. But that doesn't mean that there's nothing going on in server-land. Virtualisation extensions ...
Digi Times

AMD expected to occupy over 20% of server CPU market and Arm 8% in 2023, according to DIGITIMES Research

AMD and Arm have been gaining up on Intel in the server CPU market in the past few years, and the margins of the share that AMD had won over were especially large in 2022 as datacenter operators and ...
The Next Platform

Throwing Down The Gauntlet To CPU Incumbents

The server processor market has gotten a lot more crowded in the past several years, which is great for customers and which has made it both better and tougher for those that are trying to compete ...
Forbes

How Has The AMD Epyc Server Processor Done In Its First Year?

Advanced Micro Devices, AMD, re-entered the server market with the launch of its EPYC processor one year ago today. This launch was significant and could be described as a very big bet by AMD against ...
The Next Platform

Arm Puts Some Muscle Into Future Neoverse Server CPU Designs

Arm is hosting its annual Tech Day shindig, virtually (again) thanks to the coronavirus pandemic, and is providing a lot more insight into the future Neoverse core and processor designs that will be ...