AMD, Intel and NVIDIA
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Though AMD's server sector is raking in the money
AMD's desktop CPU revenue share grew by 14.6% in 2025, driven by Ryzen demand, as AMD continues to gobble up market share from Intel.
Intel’s decision to prioritize server CPU production in the face of supply constraints helped AMD achieve an all-time high in overall market share by ceding ground in the PC space, according to CPU-tracking firm Mercury Research.
Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) has been advancing its AI chip offerings, including the Instinct MI450 series accelerators set for deployment with OpenAI starting in the second half of 2026.
Intel had a choice: prioritize server shipments or desktop PC processors, after manufacturing issues caused shortages. Intel chose the former, and AMD's Ryzen sales benefited.
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AMD taking PC, server market share from Intel
AMD continues to grab market share from Intel in PC and server processors, a Wall Street analyst says. AMD stock rose Friday.
Intel Corporation (NASDAQ:INTC) had a rough week. The stock dropped 7.51% while the S&P 500 (NYSEARCA:SPY) dipped just 1.29% and the semiconductor sector rallied 1.76%. At $46.79, Intel is still up 27% year-to-date and nearly 94% over the past year,
AMD stock was down about 2.5% in midday trading, recovering slightly after falling as much as 5% earlier in the session. The pullback followed reports that production of the company’s Instinct MI455X accelerators has been delayed as engineers work to resolve technical issues.
A regular leaker on X has provided a breakdown of how 'Olympic Ridge' could pan out, and gamers are hopeful for a 12-core single chiplet X3D model.