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AMD Captures Record 46.2% of x86 Server CPU Revenue in Q1 2026

AI‑hungry data centers are paying for high‑core EPYC parts, boosting AMD’s revenue share.

Overview

  • Mercury Research’s Q1 2026 data shows AMD reached 46.2% of x86 server CPU revenue and 38.1% of overall x86 CPU revenue.
  • AMD shipped about 33.2% of server CPUs, which signals higher average selling prices for EPYC configurations with more cores.
  • Intel still led client PCs by shipments at roughly 70%, yet AMD hit records in laptops with 28.3% unit share and 28.9% revenue share.
  • Desktop momentum eased from the holiday quarter as AMD slipped to 33.2% of desktop units and 37.6% of desktop revenue.
  • Coverage ties AMD’s gains to cloud and AI build‑outs and flags tight TSMC chip capacity, and Wccftech reports AMD now estimates a $120 billion server CPU market.