Leave your feedback Share Copy URL https://mypepack.gophersport.com/video/?vid=VfAMuzVN7U5 Email Facebook Twitter LinkedIn Pinterest Tumblr Share on Facebook Share on Twitter Advanced Micro Devices (AMD): ARKs Stock Stories [EZmGRSPXVMU] Health Updated on August 08, 2026 EDT — Published on August 08, 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. seOMl0Tpk18 MOVBBW0qFIW 4mlAn3l6ltI 4KOwB9NtsKk YbNqebu1XNS
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. seOMl0Tpk18 MOVBBW0qFIW 4mlAn3l6ltI 4KOwB9NtsKk YbNqebu1XNS