Techlnsights: AMD (AMD.US) surpasses Intel Corporation (INTC.US) in data center revenue for the first time.

TechInsights article stated that for AMD, 2024 is a year full of many firsts, as it has surpassed Intel Corporation for the first time in data center revenue. The secret? The success in the data center accelerator market. In just this quarter, AMD's data center GPU business has exceeded $1.5 billion. In addition, AMD's EPYC series CPUs have greatly increased its share in the x86 CPU data center market since its launch. This huge achievement can be attributed to its design choice of increasing core count and adopting chiplet design architecture from Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR. Before the AI boom, AMD made a comeback and became a leading x86 data center CPU supplier. Over the course of four years, its market share has significantly increased, steadily taking market share from Intel Corporation. The EPYC processors launched in 2017 utilized chiplet design, leveraging Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR technology for scalability, high yield, and competitive pricing. With advancements in technology, EPYC performance has continued to improve, with the latest Turin processor boasting 192 cores and 384 threads, using 3-nanometer and 6-nanometer processes. The rise of Instinct marks a significant breakthrough for AMD in the data center market. With strong growth in Instinct GPU shipments and increased EPYC CPU sales, AMD reports that its quarterly data center revenue has exceeded $3.5 billion. Since the launch of Radeon Instinct in 2016, AMD has continuously positioned itself in the AI accelerator market. The introduction of MI100 in 2021 further solidified its position. AMD's success is attributed to multiple factors, with the most crucial being the lack of other options for customers besides NVIDIA Corporation, and the market opportunity provided by Intel Corporation's delays in accelerator products.