$AMD EPYC CPUs Reach Record Server Revenue Share of 46.2%

According to the latest data from Mercury Research, AMD achieved this with only a 27.4% unit share, indicating that while AMD’s CPUs do not represent nearly half of total units sold, they command much higher average selling prices than the competition.¡
That competition is primarily $INTC, still the largest CPU vendor
Intel currently holds the majority of units sold at 54.9%, down 3.4% compared to Q4 2025. We lack exact revenue share data for Intel CPUs, but given Intel’s majority in unit shipments and AMD’s near-half share of total server CPU spending, it can be concluded that the average selling price of Intel Xeon server CPUs is lower than that of AMD EPYC
In the data center, ARM-based designs accounted for about 17.7% of unit shipments in Q1 2026, meaning nearly one in five CPUs was Arm-based. Whether these came from third-party integrations by Ampere or other $ARM CPU makers, or from in-house CPU designs by companies like Google, AWS, or Microsoft, remains unclear. However, Mercury Research collects extensive market data, lending confidence to these figures
Strong CPU demand and AMD’s success are being driven by the recent surge in agentic AI, which is increasing the number of CPUs required in new deployments to almost match the number of GPUs. The traditional setup, where one CPU was paired with four or even eight GPUs, is shifting toward a one-to-one ratio of CPUs to GPUs in agentic AI deployments
AMD is selling every CPU it produces. Intel is also seeing strong demand, even selling dies located on the very edge of the silicon wafer, which would normally become scrap, to eager customers. However, AMD currently appears to be achieving higher ASPs for its products