Intel's x86 CPU market share dropped to a 31-year low.
AMD set a record with 30.7% share.
AI spending boosted server demand, but AMD grew faster.
What happened
Intel's x86 CPU market share fell to 69.3% in Q2, the lowest since 1995. AMD reached a record 30.7% share.
Why it matters
The decline comes as AI infrastructure booms, boosting data center demand. Intel's Data Center Group saw record 59% year-over-year revenue growth, but AMD still grew shipments faster.
What to watch
AMD's server CPU share hit 34.5%, and could have been 46.4% without accounting differences. Both firms expect strong demand for the rest of the year.
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Intel's latest market share drop reflects a broader shift driven by AI infrastructure spending. The boom has led component makers to prioritize data center production, causing PC component shortages and higher prices, which hurt desktop CPU shipments. This environment helped AMD gain share across segments, especially in mobile, where it reached 28.9%.
Intel is trying to counter with increased capacity and new supply agreements, but faces pressure from Arm-based rivals like Nvidia and Amazon Web Services. AMD has also found growth with its Instinct GPUs, which could surpass $30 billion in revenue next year. Intel has yet to secure a major customer for its foundry business, though it recently added Fortinet as a contract manufacturing and custom chip design client.
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