Leave your feedback Share Copy URL https://mypepack.gophersport.com/video/?vid=58NuAex16VC Email Facebook Twitter LinkedIn Pinterest Tumblr Share on Facebook Share on Twitter Advanced Micro Devices (AMD): ARKs Stock Stories [7uYAHKV5MTC] Health Updated on August 09, 2026 EDT — Published on August 09, 2026 EDT AMD had nearly zero server CPU market share in 2017. By Q1 2026, they controlled 46% of server CPU revenue. Frank Downing, ARK's Director of Research, AI and Cloud, breaks down why AMD is now running the same playbook against NVIDIA in AI accelerators. 6M4VoIkokMi Ycv1uAFlvQ7 m1gHgI6OnXB 2Y13SSB2P5e 3jrCatLr4Ga aQBwjx9Vp2d GVRyelZXgV5 NzEyQK9DBUu
AMD had nearly zero server CPU market share in 2017. By Q1 2026, they controlled 46% of server CPU revenue. Frank Downing, ARK's Director of Research, AI and Cloud, breaks down why AMD is now running the same playbook against NVIDIA in AI accelerators. 6M4VoIkokMi Ycv1uAFlvQ7 m1gHgI6OnXB 2Y13SSB2P5e 3jrCatLr4Ga aQBwjx9Vp2d GVRyelZXgV5 NzEyQK9DBUu