AMD to pass Intel in server revenue by mid-2027 as share gains 6 points a year

BenBajarin · x · 2026-11-12

Analyzing Mercury data over the last 24 months, Ben Bajarin projects AMD's x86 server share — 33.8% in 3Q24, 39.4% in 3Q25, 45.6% in 3Q26, gaining 6 points a year — will cross 50% around mid-2027, overtaking Intel on server revenue by mid-2027 and on units around 2028-29.

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