AMD is the company that made a comeback from space. In 2017, the company was in its death throes, surviving only on its console chips. In the consumer sector, it provoked hilarity whenever it launched a new FX, while it had little or no presence in the server world… Then came Zen 1, and everything changed. Generation after generation, the architecture became more and more popular, even in the pro world. With ARM, AMD has succeeded in undermining Intel’s position even in data center CPUs, where the blue’s share has steadily declined.
Servers: Intel below 60% share by 2025?
As you can see, Intel’s share has been steadily declining over the years. And it’s only since 2020 that AMD has been able to carve out a serious place for itself in this sector, with a 10% share by mid-2020. For ARM, this type of processor is also gaining in appeal, with a 4.5% share in 2024 and forecasts of 8.7% by the end of the year. As for Intel, analysts are forecasting a 55.2% share of this sector, again by the end of 2025, but the outlook is not much brighter for 2026 or 2027, as the downward trend for Intel will continue. Gradually, the blue’s share will fall to 50.8% in 2026 and 47.7% in 2027. In contrast, AMD is expected to capture 38.5% in 2026 and 40.4% in 2027. As for ARM processors, their share is expected to reach 10 to 12% by 2027. Once again, we sense that Intel is struggling to convince its customers with its current offering, especially in the face of an increasingly aggressive AMD. On current generations, it’s not looking so good, with Xeons that can’t compete in terms of core count or performance with the Epyc of the moment. However, these values are acting as an electroshock for Intel, which is completely overhauling its organization with numerous redundancies. The company is seeking to regain a certain budgetary equilibrium and greater flexibility, favoring engineering more than anything else.
