TechInsights: AMD surpasses Intel in data center revenue for the first time
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AMD surpassed Intel in data center revenue for the first time in 2024, primarily due to its success in the data center accelerator market. AMD's GPU business exceeded $1.5 billion this quarter, and the EPYC series CPUs significantly increased market share. Its design choices and TSMC's chiplet architecture have positioned AMD as the leading x86 data center CPU supplier in the AI boom. Strong growth in Instinct GPUs and EPYC CPUs led to quarterly data center revenue exceeding $3.5 billion
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