$AMD continues to quietly take CPU market share from $INTC. New Q2 data from Mercury Research: Desktop CPU share: nearly 35% vs. ~32% a year ago Mobile CPU share: nearly 29% vs. 20.6% Server CPU share: 34.5% vs. 27.3% And when looking specifically at AMD EPYC vs. Intel Xeon SP, AMD reached 46.4% unit share. AI GPUs get most of the attention right now, but the AMD story is much bigger than accelerators. Ryzen and EPYC continue taking meaningful share while AMD simultaneously builds out its AI platform. That combination is extremely powerful over the long term.
334 views
0 Comments
Join the conversation with 500,000+ other investors 💸
Create an account to get access to everything Blossom has to offer!
📊 Personalized algorithm based on your investing style, experience level and interests
📈 Powerful portfolio and dividend tracking tools
👀 See what top creators and others in the community are investing in
