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AMD Server CPU Share Hits 33.2% as AI Server Demand Lifts the Segment

AMD reached 33.2 percent of the server CPU market in the first quarter of 2026 as overall x86 processor shipments fell by more than six percent. Server CPU unit shipments rose by more than 10 percent from a year earlier, while Intel still held roughly two-thirds of the server CPU market. The next signal is whether AI server demand keeps server processors stronger than the wider PC and client CPU cycle.

#chips semiconductors #amd #intel

June 5, 2026Read More →

Intel Xeon 6+ Launch Puts CPU Supply on the AI Infrastructure Watchlist

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Intel Xeon 6+ Launch Puts CPU Supply on the AI Infrastructure Watchlist

Intel launched Xeon 6+ "Clearwater Forest" at Computex 2026 for scale-out data center workloads. The processor tops out at 288 Darkmont E-cores per socket, 576MB of L3 cache and compute tiles built on Intel 18A. The practical test is whether constrained CPU allocation becomes a larger bottleneck for agentic AI data center deployments.

#chips semiconductors #Intel #Xeon 6+

June 3, 2026Read More →