AMD reached a record 46.2% of x86 server CPU revenue share in Q1 2026. According to Mercury Research data, the report showed that AMD and ARM gained more ground in servers, while Intel kept the largest shipment base but lost share in key revenue areas. The numbers also showed stronger demand for server processors as AI workloads increased CPU use across data centers.
AMD’s x86 server CPU revenue share rose to 46.2% in the first quarter of 2026. This figure was up from 41.3% in the fourth quarter of 2025. Intel’s x86 server revenue share fell to 53.8% during the same period.
The gain marked a new record for AMD’s EPYC server processors. AMD held only a small share of the server CPU market in 2018, but its position has grown over several years. The company has benefited from higher adoption by cloud companies, enterprise buyers, and AI infrastructure operators.
AMD also gained on a unit basis. Its server processor unit share climbed to 33.2% in Q1 2026, compared with 28.8% in the previous quarter. Intel still shipped most x86 server CPUs, but AMD earned a much larger share of revenue than its unit share.
This gap showed the role of higher-priced EPYC products. AMD’s high-core-count processors have gained demand in data centers that need stronger performance for cloud, AI, and high-performance computing workloads.
AMD’s Q1 2026 earnings showed data center revenue of $5.8 billion, up 57% from a year earlier. The figure passed Intel’s Data Center and AI revenue of about $5.1 billion for the same quarter.
AMD also guided for server CPU revenue growth of more than 70% year-on-year in the second quarter. That forecast showed continued demand for EPYC processors, especially in high-value server deployments.
Meanwhile, Intel remained the largest x86 server supplier by shipments. However, the company faced market share losses and supply pressure during the quarter. Evercore ISI analyst Mark Lipacis called the report positive for AMD and ARM, while noting what he described as ’acute server CPU supply constraints’ at Intel.
Intel is working to recover ground with future server products. UBS said the company’s Coral Rapids lineup could make its roadmap more competitive. However, the firm also said AMD and ARM currently hold stronger positions in high-end AI CPU use cases.
ARM also gained share in the server CPU market during Q1 2026. UBS reported that ARM’s server unit share rose to 17.7%, compared with 11.5% a year earlier. AMD’s share also increased, while Intel’s total server CPU unit share declined.
UBS analysts said server CPU demand could keep rising as agentic AI workloads expand. These systems often need CPUs for coordination, memory handling, and task management, even when GPUs handle large AI model training or inference.
UBS estimated that the server CPU market could grow from about $30 billion in 2025 to around $170 billion by 2030. The firm also projected that ARM could reach 40% to 45% of server CPU unit share by 2030.
The firm said ARM may gain from power-efficient designs used by hyperscalers. It also said AMD remains well placed because of its core count and multithreading capabilities.
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AMD also gained ground in client CPUs during Q1 2026. Its client unit share reached 29.6%, up from 24.1% in the same quarter last year. Intel still led the consumer PC market with 70.4% unit share. The desktop market showed a different pattern. AMD’s desktop CPU unit share fell to 33.2% from 36.4% in Q4 2025. However, it remained above the 28% level recorded a year earlier.
AMD posted stronger results in mobile processors. Its laptop CPU unit share rose to 28.3%, setting another record for the company. Its mobile revenue share also increased to 28.9%.
The Q1 2026 data showed AMD gaining in servers and notebooks, while Intel kept broad shipment leadership. At the same time, revenue share trends showed AMD taking a larger place in premium CPU segments.