AMD and Intel’s latest earnings reports revealed an unexpected development.Accordingly, AMD has overtaken Intel in the data center market for the first time in a long time.
AMD overtakes Intel in the data center space
According to data published by SemiAnalysis, AMD’s data center revenue reached $3.54 billion in the third quarter of 2024, surpassing Intel’s $3.3 billion. This marks a shift in the data center space, long dominated by Intel’s Xeon processors.
This shift in data center market dynamics can be attributed to AMD’s next generation EPYC server line. Launched earlier this year, AMD’s 5th Generation EPYC “Turin” models have outsold their Intel Xeon counterparts. With up to 192 cores, IPC improvements of up to 37 percent and clock speeds of up to 5 GHz, the EPYC series offers price/performance for data centers.
Sony said that it learned about the live service market with Concord.Accordingly, it will continue to stay in the live service market.
In addition to the server segment, AMD’s data center revenue includes its growing AI portfolio, which the company has made significant strides in recent years. The launch of the AMD Instinct MI300 series has further strengthened AMD’s position in the fast-growing AI chip market.
Intel, meanwhile, is struggling to maintain its dominance in the data center space. The company is experiencing “financial difficulties” and is losing ground in the data center segment, the report said. Intel’s failure to reach the $500 million Gaudi AI sales target set by the company is also worrying.
