Leave your feedback Share Copy URL https://mypepack.gophersport.com/video/?vid=dhqFTwxAPXc Email Facebook Twitter LinkedIn Pinterest Tumblr Share on Facebook Share on Twitter Advanced Micro Devices (AMD): ARKs Stock Stories [6MBpPsIyLUx] Health Updated on August 11, 2026 EDT — Published on August 11, 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. EE1ePjp9svH J8lGyRCIe5Q CfBwybDaDpM p6AxOghmvuf yy8iXzw3ogw hM8c0doz7mr
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. EE1ePjp9svH J8lGyRCIe5Q CfBwybDaDpM p6AxOghmvuf yy8iXzw3ogw hM8c0doz7mr