Meta, NVIDIA and Intel
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Though AMD's server sector is raking in the money
Intel’s decision to prioritize server CPU production in the face of supply constraints helped AMD achieve an all-time high in overall market share by ceding ground in the PC space, according to CPU-tracking firm Mercury Research.
Intel had a choice: prioritize server shipments or desktop PC processors, after manufacturing issues caused shortages. Intel chose the former, and AMD's Ryzen sales benefited.
AMD's desktop CPU revenue share grew by 14.6% in 2025, driven by Ryzen demand, as AMD continues to gobble up market share from Intel.
Intel Corporation (NASDAQ:INTC) had a rough week. The stock dropped 7.51% while the S&P 500 (NYSEARCA:SPY) dipped just 1.29% and the semiconductor sector rallied 1.76%. At $46.79, Intel is still up 27% year-to-date and nearly 94% over the past year,
A clash of the titans in 2026, perhaps?
AMD continued its rapid rise in both unit market share and revenue share in the PC market, claiming substantial increases in both mobile and desktop Ryzen shipments.
Intel's next-gen 52-core Nova Lake CPUs rumored with up to 800W and beyond power usage, with only highest-end 900-series mobos to support full power.
Intel rationing deliveries of fourth and fifth-generation CPUs, with wait times of up to six months anticipated
New CPU shipment estimates from Mercury Research suggest AMD is continuing to narrow Intel’s long-held lead across the x86 market, with desktop showing the sharpest movement.
Advanced Micro Devices’ AMD rivals Intel INTC and Nvidia NVDA announced a collaboration to jointly develop multiple generations of custom data center and PC products. Nvidia will also invest $5 billion in Intel’s common stock at a price of $23.28 per share
But that’s just the case. For a limited time, the company is also offering a NZXT H2 Mini PC as a pre-built system that comes with an Intel or AMD processor, NVIDIA GeForce RTX 5080 graphics, and everything else you need to start gaming right away.