AMD Seizes Server Share from Intel, Threatening Its AI Rally

The latest coverage positions AMD as Intel's primary competitive threat after Mercury Research data showed Intel's server-CPU share sliding to 66.8% in Q1 2026. Earlier Motley Fool pieces compared AMD with Palantir and Nvidia, ultimately favoring Nvidia's concentrated growth and lower forward P/E. AMD's data-center revenue rose 57% to $5.8 billion while capturing 46.2% of server revenue despite lower unit share, underscoring its accelerating gains against both Nvidia's valuation edge and Intel's market position.