AMD has grabbed a record 46.2 per cent of server revenue share as EPYC keeps chewing through cloud and enterprise deals.
Number crunchers at Mercury Research have added up some numbers and divided by their shoe size and given AMD more bragging rights. Mercury’s first-quarter figures show AMD increasing its server revenue share by 6.8 percentage points year on year and by 4.9 percentage points quarter on quarter.
The result puts AMD at a record 46.2 per cent of server revenue share. That is a handy number for a company still trying to remind everyone that the data centre is not just a Chipzilla-and-Nvidia bunfight.
The gain was driven by continued EPYC adoption across cloud and enterprise customers. AMD is also seeing growing momentum in AI as Instinct adoption expands among hyperscale and enterprise buyers.
That fits with AMD’s stronger start to the year. The company is making consistent share gains across key compute markets, helped by a portfolio that now spans EPYC and Instinct in the data centre, and Ryzen and Radeon in client and gaming.
Client revenue share rose 4.8 percentage points year on year and 0.2 percentage points quarter on quarter to 31.4 per cent. That gives AMD a bit more room to gloat in a PC market that still likes to pretend everything is normal.
Desktop revenue share rose 3.2 percentage points year on year to 37.6 per cent. It fell five percentage points quarter on quarter, which takes some fizz out of the champagne.
Notebook revenue share looked healthier, rising 6.6 percentage points year on year and four percentage points quarter on quarter to 28.9 per cent. That is where AMD will want the story to stick.
Overall revenue share increased 6.5 percentage points year on year and 2.7 percentage points quarter on quarter to 38.1 per cent. That is a sizeable shift, even before the AI bunting gets dragged out.
The company’s roadmap gives it more ammunition. AMD is lining up next-generation Turin and Venice EPYC parts, the MI400 series and Helios platforms as it chases AI and high-performance computing cash.
What the figures show is that EPYC keeps taking server money, Instinct is trying to make AI buyers look beyond Nvidia and Ryzen is still doing useful work in client machines.
That does not mean the market will politely hand AMD a victory parade. It does mean AMD is taking a larger slice of the server and client wallet while the AI crowd searches for more silicon than Nvidia alone can supply.
