Leave your feedback Share Copy URL https://mypepack.gophersport.com/video/?vid=L8JVRrhogJC Email Facebook Twitter LinkedIn Pinterest Tumblr Share on Facebook Share on Twitter Advanced Micro Devices (AMD): ARKs Stock Stories [eL9oQBfXtxS] 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. JgDdoQb8yKP GZetyVOVyek z7n483YM3l0 0NwlUrnUUyg UlD6LNFEZk0 P7oRNxHXFlx
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. JgDdoQb8yKP GZetyVOVyek z7n483YM3l0 0NwlUrnUUyg UlD6LNFEZk0 P7oRNxHXFlx