Artificial intelligence is about to enter a new era. After plunder the internet and drink all human knowledgetraining is no longer the obsession of the big AI companies and the inference is about to take the baton. That inference will reach its climax with the explosion of AI agents and that implies a change in balance: GPUs will continue to be key, but CPUs will take on a greater role.
Inference requires other types of resources other than training and that is why Nvidia is preparing with its platform Vera Rubinbut also the rest of the industry. Intel has already said that is moving its production lines towards the Xeon, the server processors, while ARM It is seeing green numbers because a few months ago it presented a powerful processor for AI.
The one that is also seeing the ‘stonks’ grow is AMD. Although its name sounds less than that of Nvidia, AMD is very present in the AI race. It has secured the best memory for its new platform, it has a GPU for training and also the processors EPYC for servers. These are precisely the ones that are giving you joy.
AMD EPYCo record
According to analysts Mercury Researchboth ARM and AMD have had a spectacular quarter. Both have continued to eat market share from Intel (which is why it seeks to respond) and, in the case of AMD, in the first quarter of this year they have reached a record 46.2% revenue share in x86 CPUs for servers and 30% of the CPU segment.
Here are two numbers to keep in mind. The first is that AMD was already coming from a fairly comfortable position, with a 41.3% revenue share in servers in the last quarter of 2025. Thus, it seems that this growth to 46.2% is not too big, but the second number that must be taken into account is the one that allows us to see the company’s leap in this segment.
It is estimated that the company It had only between 1% and 2% CPU share for servers in 2018. Since then, AMD has been doing things very well both in consumer computers with their Ryzen as in servers with its EPYC, which has allowed it to eat Intel’s share by leaps and bounds.
And just as important as the quota are the company’s results, not because they interest us in terms of money, but because it gives us an idea (just like what is happening with Nvidia, SamsungSK Hynix or Micron) of how far we are from being able to see competitive prices again in the consumer market.
Because it is estimated that this part of the business focused on data centers left 5.8 billion dollars in AMD, an increase of 57% year-on-year. It surpasses Intel (5.1 billion), being the first time this has happened in the data center sector and, in addition, AMD projects a growth of more than 70% year-on-year in the data center segment.
In this particular battle, we have already commented that Intel is not sitting idle and has new processors for data centers, a great projection being the great american foundry and we will have to wait to see the efforts to reconvert their production lines to return to the Xeon.
What is evident, according to estimates, is that the server processor market is experiencing an impressive increase due to this new generation of AI and is wait that goes beyond 30,000 million in 2025 up to 170 billion dollars by 2030.
Landing this for us, the users, this implies one thing: if it was already expensive to build a PC due to RAM and SSDnow other components such as processors or motherboardswho are also reorienting the business.
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