AMD's EPYC processors are no longer just contenders; they're outright champions in the server space, snatching a massive 46.2% revenue share in Q1 2026. This isn't just a blip; it's a seismic shift reshaping the CPU landscape.
AMD is not just playing defense in the server CPU wars; they're launching a full-scale offensive, with an 80% revenue surge expected this year. But the real story? Their AI GPU pipeline looks like a rocket launch.
Intel's ambitious Diamond Rapids Xeon, promising a colossal 512 cores, has been pushed back to 2027. Meanwhile, the subsequent Coral Rapids generation is slated for 2028, signaling a return of SMT and a strategic pivot towards AI workloads.
Arm's finally baking its own server CPUs — the AGI chip for AI datacenters. But who's really winning here: Meta, SoftBank, or the same old licensees?