AMD's server CPUs drive data center growth, surpassing Intel and boosting AI infrastructure demand.

AMD's EPYC server CPUs have propelled its data center revenue past Intel's, with a 57% year-over-year increase to $5.8 billion. The growing AI market, expanding at over 35% annually, relies heavily on high-core-count CPUs like EPYC to manage complex workloads alongside GPUs. This trend, especially with the rise of agentic AI requiring advanced reasoning, boosts demand for AMD's CPUs, which offer higher margins and operational stability compared to GPUs. AMD's strong position in AI infrastructure and record free cash flow highlight its expanding role beyond just GPU manufacturing.