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yesterday

AMD Seizes Record 46% of x86 Server CPU Revenue as Data-Center Boom Lifts Outlook

AI spending at cloud providers is steering AMD’s growth toward servers.

Mercury Research
An image about AMD EPYC dominates the server market with a record 46.2% revenue share
Bank of America raised its AMD stock price target.
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Overview

  • Mercury Research reported AMD captured 46.2% of x86 server CPU revenue in Q1 2026, with 33.2% unit share and 38.1% of overall x86 CPU revenue.
  • AMD posted Q1 revenue of $10.25 billion and earnings of $1.37 per share, with about $5.8 billion from data-center products like EPYC server chips and Instinct AI accelerators.
  • The company guided second-quarter revenue to roughly $11.2 billion and said server CPU sales should grow more than 70% year over year.
  • Intel kept about 70% of client CPU unit shipments as AMD’s desktop share slipped from the prior quarter, even as AMD hit records in notebook share and revenue mix.
  • Shares traded near a 52-week high after Bank of America, Mizuho, and DA Davidson raised price targets to as much as $515 following the beat and raised guidance.