AMD · News · 20261104N

Competition and Market Share

ADVANCED MICRO DEVICES INC · 2026-11-04 · Importance 40 · Surprise 56

AMD’s Data Center business benefited from demand for both AI accelerators and EPYC server CPUs, while Intel’s PC business was described as losing momentum. AMD reported third-quarter revenue growth of 45%, compared with Intel’s 21%, although Intel remained larger in absolute sales. Reporting characterized AMD as growing faster in the data-center market, while noting that sustaining market-share gains remains an execution challenge.