Intel and AMD Compete in the AI CPU Market
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 08 2026
0mins
Source: NASDAQ.COM
- Market Share Shift: Intel holds a 60% share of the global CPU market, still leading but down from over 80% a decade ago, while AMD has increased its share to 38.5%, indicating intensifying competition.
- Technological Advancements: Intel's newly launched Xeon 6+ CPUs are designed for high-density, scale-out workloads, targeting inference-reliant AI applications, reflecting its strategic pivot in the AI sector.
- Investment Dynamics: AMD has committed $10 billion to Taiwan's AI chip industry, leveraging TSMC's manufacturing capabilities to solidify its position in the data center CPU market, which is projected to reach $120 billion by 2030.
- Financial Performance Comparison: Intel's revenue growth was only 7% in Q1 2025, while AMD achieved a 34% increase, highlighting a significant disparity in market performance between the two companies.
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Analyst Views on AMD
Wall Street analysts forecast AMD stock price to fall
33 Analyst Rating
25 Buy
8 Hold
0 Sell
Strong Buy
Current: 512.480
Low
210.00
Averages
289.13
High
377.00
Current: 512.480
Low
210.00
Averages
289.13
High
377.00
About AMD
Advanced Micro Devices, Inc. is a global semiconductor company. The Company is focused on high-performance computing and artificial intelligence (AI). Its segments include Data Center, Client and Gaming, and Embedded. Data Center segment includes AI accelerators, microprocessors (CPUs) for servers, graphics processing units (GPUs), accelerated processing units (APUs), data processing units (DPUs), Field Programmable Gate Arrays (FPGAs), and Adaptive system-on-Chip (SoC) products for data centers. Client and Gaming segment includes CPUs, APUs, chipsets for desktops and notebooks, discrete GPUs, and semi-custom SoC products and development services. Embedded segment includes embedded CPUs, APUs, FPGAs, system on modules (SOMs), and Adaptive SoC products. It markets and sells its products under the AMD trademark. Its products include AMD EPYC, AMD Ryzen, AMD Ryzen PRO, Virtex UltraScale+, among others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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