Lisa Su, CEO of AMD, has highlighted the company’s increasing influence in the server CPU market, asserting that major technology firms are now turning to Team Red for their processing needs.
AMD: Poised to Compete with NVIDIA in AI After Server CPU Success
The landscape of the server CPU market has undeniably shifted in AMD’s favor, creating significant competition for Intel. With its robust EPYC server processors, AMD has not only established itself as a preferred choice for industry leaders like Microsoft and Amazon but has also successfully challenged Intel’s previous stronghold in this segment. In a detailed interview with WIRED, Su articulated her vision that AMD’s standing in data center CPUs could mirror NVIDIA’s dominance in AI accelerators.
Question: But the reality with AMD is that companies like that love their Nvidia GPUs, and you’re an “also.” Do you want to get to the point where you’re like, “No, we are the primary partner?”
AMD’s CEO: Of course. That’s where we are today in CPUs. So if you were to ask many of those same companies, I think they would say that AMD is their strategic CPU partner. And absolutely, we expect to be there in AI as well. But I’m not impatient with this.
AMD envisions transforming its role from a strategic partner in the server CPU market to a similar frontrunner in the AI GPU space, although this transition may require time. While Su’s remarks were measured, they reflect the pronounced success evident in the company’s sales metrics. Recent analyses reveal that AMD’s unit share in this market has surged by 27.3%, and its revenue share has reached a remarkable 41.0%.This achievement marks an unprecedented milestone for Team Red, the highest since the launch of the first EPYC processors.
Reflecting on the past, just a few years ago, AMD’s server CPUs were not a match for Intel’s Xeon processors, with the company holding only single-digit market share in 2017. This remarkable growth in market presence can be attributed not only to the expanding EPYC product lineup but also to the decreasing competition, particularly from Intel.
As Team Red continues to evolve, the horizon appears promising, especially given the rapid advancements in AI computing technology.
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