AMD Captures 46% of Data Center CPU Revenue Share, Says CEO Lisa Su
At the Advancing AI 2026 event, AMD CEO Lisa Su announced that the company has captured a 46% revenue share in the data center CPU market. This growth is driven by the increasing reliance on CPUs to orchestrate and schedule agentic AI workloads during inference. This milestone represents a major shift in the server market, challenging Intel's historical dominance. It highlights how the rise of AI workloads is expanding the role and value of CPUs alongside GPUs in modern data centers. While GPUs handle heavy matrix calculations, CPUs serve as system orchestrators that manage data flow between GPUs and High Bandwidth Memory (HBM). AMD projects the computing total addressable market (TAM) will reach $2 trillion by 2030.
## BACKGROUND
In data center architectures, CPUs act as orchestrators that manage system operations, scheduling, and data routing, while GPUs perform parallel processing for AI models. High Bandwidth Memory (HBM) is a 3D-stacked memory technology designed to feed data to these processors at ultra-high speeds.