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Data Center CPU Dominance Is Shifting To AMD And Arm

Fig. 1: Created by ChatGPT from a text prompt. The data center processor market has seen two major tectonic shifts in the last decade. It used to be that all data center compute was x86, and well more than 90% of that was Intel. GPUs first appeared in the data center in 2016 (Pascal GPU). Now, the majority of computation is done on GPUs. AMD is looking to pass Intel in x86 share, and Arm-based CPUs are growing fast with boosts from NVIDIA and th…
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Semiconductor Engineering broke the news in on Monday, July 14, 2025.
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