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. …
… 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. …
… AMD shares traded as much as 5% higher during Monday’s session before surrendering much of the gain and closing up roughly 1.6%. …
… I picked a few benchmarks to share to give you an idea of the performance gains you can get on a Ryzen processor with faster memory, and how important manual memory tuning really is. …
… That use case exists, and there are more and more AI developers every day, but it's not a big slice of the market. …
… Customer benchmarks shown later in the deck compare Vera against existing Intel Xeon and AMD EPYC platforms across several real-world workloads rather than standardized CPU benchmarks, with reported gains ranging from approximately 1.5× faster job completion in Perplexity's sandboxing environment t… …