AMD says it will outsell Intel for the first time in its history as Epyc and Instinct sales soar on AI demand
THE SO WHAT
If AMD is guiding to $17 billion versus Intel’s $15–$16 billion on the back of Epyc and Instinct, the AI capex wave is now reshaping the CPU and accelerator hierarchy. Infra buyers should be revisiting lock-in assumptions and negotiating harder on pricing and roadmap access while Nvidia remains supply-constrained.
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