AMD’s rise in the server CPU arena has reached a point where CEO Lisa Su confidently compares the company’s position to NVIDIA’s dominance in AI GPUs. 
In a candid interview with WIRED, Su said that for many of the world’s largest tech firms, AMD is now the go-to strategic partner for data center CPUs – a role Intel once held uncontested.
Through its EPYC lineup, AMD has become the primary supplier for giants like Microsoft and Amazon, shaking up a market that for decades revolved around Intel’s Xeon processors. This shift isn’t just PR talk – the numbers tell the story. AMD’s unit share in the server CPU segment has climbed to 27.3%, while revenue share has soared to 41%, marking its highest point since the first EPYC chips launched. Just a few years ago, in 2017, AMD’s market share was buried in the single digits.
Su stressed that AMD isn’t in a rush to replicate its CPU success in AI accelerators, but the goal is clear: to become as indispensable in AI as it is now in server CPUs. She acknowledged that building this position will take time, but the company’s trajectory suggests it’s on the right path.
Part of AMD’s ascent comes not only from its own rapid innovation but also from Intel’s faltering momentum. As Intel struggles with execution and market perception, AMD’s steady product roadmap and performance gains have made it the obvious choice for data center deployments. For a company that spent much of the 2000s fighting to stay relevant, AMD’s transformation over the past decade is nothing short of remarkable – and the battle for AI dominance is just getting started.