… Mercury’s first-quarter figures show AMD increasing its server revenue share by 6.8 percentage points year on year and by 4.9 percentage points quarter on quarter. The result puts AMD at a record 46.2 per cent of server revenue share. …
… The extra cash is being driven by general-purpose server products and switching IC products. The general-purpose products feed the server CPU market. …
… With inference and agent demand growing rapidly, AMD believes the server CPU market’s compound annual growth rate will exceed 35 per cent over the next few years. The company once estimated the CPU market would hit US$60 billion by 2030, but has now doubled that to US$120 billion. …
News PC Hardware May 8, 2026 by Nick Farrell Motherboard sales fall off a cliff AI greed has started eating the enthusiast PC market, with motherboard sales sinking as chipmakers chase fatter server margins. …
… The company has long pushed the CPU side of the market. AMD chief executive Lisa Su told investors that AMD now expects 35 per cent growth in the server CPU market during the next three to five years. …
… Each Vera Rubin AI server rack is estimated to cost about $180 million and the global market reach of Vera Rubin could stretch to at least $1 trillion, if the forecasts have not been written after too much keynote coffee. …
… TOPICS: ai chips · AMD · cerebras · cloud computing · IPO · Nvidia · openai · sam altman · semiconductors Latest articles Network News May 14, 2026 Foxconn’s CPO racks vanish into Nvidia’s jaws Network News May 14, 2026 AMD nicks nearly half the server cash AI News May 14, 2026 AI agents give CPU s… …
… Amazon has one in stock for $9,449, while the Server Editions are priced above $10,000. …
… TOPICS: Arc Pro B70 · battlemage · g31 · gaming gpus · graphics cards · Intel · Nvidia · rtx 5060 ti · rtx 5070 Latest articles Network News May 14, 2026 Foxconn’s CPO racks vanish into Nvidia’s jaws Network News May 14, 2026 AMD nicks nearly half the server cash AI News May 14, 2026 AI agents give… …