AMD’s EPYC CPU has boosted the company’s data center revenue to new heights, surpassing Intel for the first time.
As Agentic AI Rages On & CPUs Become The New Favorite, Both AMD & Intel Are Seeing Big Successes Due To Overwhelming Demand
In the race for Data Center CPU revenue, there could be only one winner. While both Intel and AMD are enjoying their reignited demand thanks to Agentic AI, the Red Team has managed to grab the largest share, surpassing its rival for the first time in the first quarter of the year.
As per DigiTimes, AMD saw its data center revenue exceed Intel’s for the first time during the first quarter. AMD had already been outperforming Intel on the data center front since the third quarter of 2025, but for the first quarter, this is the first time the company has achieved a higher revenue in data centers.
Data Centers are rapidly pushing compute over to CPUs as AI inferencing has led to a significant demand for processing performance. Previously, GPUs were in charge of compute, but now things have flipped. The CPU to GPU ratio has quickly fallen from 1:8 to 1:4, and is now moving into 1:1 segments. This means that for every 4 GPUs, there needs to be a CPU, and in the future, each GPU will have a CPU as demands grow.
Image Source: DigiTimes
We have already seen several firms asking for extra CPU capacity or building their own CPUs. AI firms are currently either in talks or developing their own custom designs to address their needs as chipmakers are unable to keep up with their compute. It’s not just an Intel or AMD problem; it’s a large-scale supply chain issue, as TSMC, the world’s leading semiconductor maker, is facing its own constraints. And companies such as AMD rely heavily on TSMC to drive their revenues. That’s why AMD is looking at Samsung to get additional supply for its chips.
The bottleneck to this revenue is the supply chain. With an unrestricted supply, AMD & Intel could be flying way above their current revenue figures, just based on the demand that is required and booked within this decade alone.
While x86 firms continue to rise, Arm-based competitors from NVIDIA (Vera) and Arm (AGI) are also setting record figures for the future. Vera will be an essential component of the Rubin platform, and NVIDIA’s Rubin GPUs alongside its Vera, which is further amped up with the Groq 3 LPX (LPU), see a massive adoption rate, whereas Arm doubled its revenue estimates for AGI CPUs, showcasing huge interest in that chip too.
Moving forward, Intel and AMD are also going to start shipping newer platforms with AMD’s Venice and AI-optimized Verano taking the spotlight while Intel works to roll out its 18A “Diamond Rapids” and its SMT-enabled follow-up, Coral Rapids, in the coming years.
About the author: A Software Engineer by training and a PC enthusiast by passion, Hassan Mujtaba serves as Wccftech’s Senior Editor for hardware section. With years of experience in the industry, he specializes in deep-dive technical analysis of next-generation CPU and GPU architectures, motherboards, and cooling solutions. His work involves not only breaking news on upcoming technologies but also extensive hands-on reviews and benchmarking.
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