Leave your feedback Share Copy URL https://mypepack.gophersport.com/video/?vid=DnB7UftylPg Email Facebook Twitter LinkedIn Pinterest Tumblr Share on Facebook Share on Twitter Advanced Micro Devices (AMD): ARKs Stock Stories [9SuodUwkcPo] Health Updated on August 10, 2026 EDT — Published on August 10, 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. 8FggUEupNxg S6JRTwk6DGM yInbEAOeGUS wNnhi1moiIR 9pABmiin28H 1GszA4l0bPk vYLgS6ekh45 gZewTxHmmFk
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. 8FggUEupNxg S6JRTwk6DGM yInbEAOeGUS wNnhi1moiIR 9pABmiin28H 1GszA4l0bPk vYLgS6ekh45 gZewTxHmmFk