AMD Hits Record X86 CPU Market Share as Intel Supply Stalls in Q1 by Paul Lilly — Thursday, June 04, 2026, 10:24 AM EDT AMD gained more ground on rival Intel in x86 market share, with fresh figures from Mercury Research's latest report showing AMD hitting an all-time high at 32.6%. …
AMD EPYC Server Revenue Share Hits Record 46.2% as EPYC Gains on Intel Xeon by Paul Lilly — Thursday, May 14, 2026, 08:53 AM EDT Coming off a blowout quarter in which AMD reported $10.25 billion in Q1 revenue driven by major gains in the data center, newly released figures by Mercury Research indic… …
… If market share were computed using only Xeon SP v. EPYC— eliminating the accounting issues around other products—AMD's share would be up to 46.4 percent of the market," said Dean McCarron, President at Mercury Research . …
… Shares of AMD are down more than 5% this morning. We don't pretend to be stock market savants around these parts, but we have noticed that solid earnings reports by big tech don't always translate into immediate stock gains. …
… While SpaceX absorbed a short-term stock dip, NVIDIA enjoyed immediate market gains. Company shares rallied in response to public declarations from Elon Musk designating NVIDIA as SpaceX’s sole GPU provider. …
… Additionally, NVIDIA increased its quarterly cash dividend from $0.01 per share to $0.25 per share of common stock, to be paid on June 26, 2026. …
… The biggest gains came from mobile virtual network operators, with full-service MVNOs reaching 77 and value MVNOs topping the wireless category at 79, a sign that consumers are rewarding lower-friction, lower-cost service models or maybe it's down to good, old American marketing ? . …
… It's also the reason why AMD raised its CPU TAM total addressable market forecast from $60 billion to $120 billion by 2030. …
… It's worth noting that AMD's EPYC server revenue share recently hit a record 46.2% share, according to figures shared by Mercury Research. …
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