Leave your feedback Share Copy URL https://mypepack.gophersport.com/video/?vid=VRdIhcIPepV Email Facebook Twitter LinkedIn Pinterest Tumblr Share on Facebook Share on Twitter Advanced Micro Devices (AMD): ARKs Stock Stories [lRpj9tSyxz2] 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. o0l9Has75iV 9dG4aEpv1m7 EUlZHeg5fh2 Et65EdZBFEQ aMHzRrWVZcK
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. o0l9Has75iV 9dG4aEpv1m7 EUlZHeg5fh2 Et65EdZBFEQ aMHzRrWVZcK