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AMD's EPYC CPU has boosted the company's data center revenue to new heights, surpassing Intel for the first time.
AMD's data center revenue surpassed Intel's for the first time in Q1 2025.
KEY POINTS
- The CPU-to-GPU ratio in data centers is rapidly approaching 1:1 due to AI inferencing demand.
- AMD is exploring Samsung as an alternative chip supplier due to TSMC capacity constraints.
- NVIDIA's Arm-based Vera CPU and Groq 3 LPX LPU are seeing massive adoption in future data center platforms.
- Both AMD and Intel plan major platform launches, including AI-optimized CPUs, in upcoming years.
COMPANIES
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