AMD server CPU revenue to top Intel's in 2027: US$31.2B vs US$28.7B

The forecast arrives as server CPU demand is being reshaped by AI workloads. DIGITIMES points to Agentic AI, AI server buildouts, and cloud providers designing their own CPUs as forces lifting demand, alongside a rebound in replacement demand for general-purpose servers. These factors together are projected to push total server CPU shipments to 52.6 million units in 2027, up 45.7% year-over-year.

Supply, however, is not keeping pace. Advanced process capacity, T-Glass and ABF substrate supply, and memory capacity are all tight, with memory particularly affected by demand for AI accelerators. DIGITIMES observes that the 2027 market will see rapidly rising demand while supply continues to catch up, making the ramp speed of key component capacity an important variable for actual shipment volumes.

Within that market, the revenue picture is shifting. AMD's projected US$31.2 billion in server CPU revenue for 2027 would surpass Intel's US$28.7 billion, a change DIGITIMES attributes to a higher average selling price and a sharp increase in shipments. The forecast suggests AMD's revenue position could diverge from its unit share, as higher-priced products and shipment growth combine to lift total revenue.