AMD has taken a major step forward in the server CPU market, reportedly reaching a 50% market share, with signs that it might soon surpass Intel. 
The company’s EPYC processors have dominated the data center CPU space this year, capturing a huge chunk of Intel’s market dominance.
Not long ago, AMD’s market share in the server CPU segment was at just 20%, but this recent growth has been nothing short of remarkable. Back in 2017, the company held a meager 2% market share, struggling to compete due to a lack of strong offerings. However, after Lisa Su took the helm as CEO, AMD focused heavily on the server market, rolling out the EPYC “Naples” series, which introduced the Zen architecture to data centers for the first time. This shift has paid off, propelling AMD to the top of the server CPU market.
While AMD is thriving, Intel has been facing significant challenges. Leadership changes and a sluggish response to industry demands have hurt the company’s performance. Despite making some advancements with its Xeon platform, Intel’s products have lagged behind, leaving customers more inclined to switch to AMD for their server needs. Intel’s struggles are compounded by missed opportunities in the AI space, where its Gaudi processors have failed to outpace competitors’ products. Meanwhile, AMD’s collaboration with TSMC has allowed them to deliver more powerful and efficient processors, further solidifying their position as the leader in the data center market.
Intel’s CEO, Lip-Bu Tan, has openly acknowledged the company’s decline, stating that it no longer ranks among the top semiconductor companies in the world. This shift in market dynamics has allowed AMD to capitalize on Intel’s weaknesses, leading to its incredible comeback in the server CPU space.