AMD EPYC CPUs Reach Record Server Revenue Share of 46.2%

AMD’s server CPUs are experiencing significant success, as the company captured nearly half of the server CPU spending in Q1 2026. According to the latest data from Mercury Research, AMD’s EPYC CPUs account for 46.2% of total server CPU spending—a new all-time high for AMD’s server CPU portfolio, which has become a major success in data centers. Interestingly, this is achieved with only a 27.4% unit share, indicating that while AMD’s CPUs may not constitute exactly half of the units sold, they command much higher average selling prices (ASPs) than the competition. This competition is primarily from Intel, the largest CPU vendor. Intel currently holds the majority of units sold at 54.9%, a decrease of 3.4% compared to Q4 2025. We lack data on revenue share for Intel CPUs, but given their majority in unit shipments and AMD’s near half share in spending, it can be concluded that the ASP of Intel Xeon server CPUs is lower than that of AMD EPYC.

In the data center, Arm-based designs account for about 17.7% of unit shipments in Q1 2026, meaning nearly one in five CPUs was Arm-based. Whether these were third-party integrations from Ampere or other Arm CPU makers, or in-house CPU designs from companies like Google, AWS, or Microsoft, remains unclear. However, Mercury Research collects extensive data, lending confidence to these figures.

The strong demand for CPUs and AMD’s success is driven by the recent surge in agentic AI, which is increasing the number of CPUs in new deployments to nearly match the number of GPUs. The traditional setup, where one CPU is paired with four or even eight GPUs, is shifting towards a one-to-one ratio of CPUs to GPUs in agentic AI deployments. AMD is selling every CPU it produces. Intel is also experiencing high demand, selling even the dies found on the very edge of the silicon wafer, which would otherwise become scrap, to eager customers. However, AMD appears to be achieving higher ASPs for their products at present.