Leave your feedback Share Copy URL https://mypepack.gophersport.com/video/?vid=rWjOrAcNATD Email Facebook Twitter LinkedIn Pinterest Tumblr Share on Facebook Share on Twitter Advanced Micro Devices (AMD): ARKs Stock Stories [Tb3TVpB5HJx] 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. TBkfNCfAoQq dB6ZwQ0oFD9 k5oHBpmqaaG nRIn4bPTPXt KCBsxcCVtbi iRhLWr8JIAx VmAYlHvYrm8
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. TBkfNCfAoQq dB6ZwQ0oFD9 k5oHBpmqaaG nRIn4bPTPXt KCBsxcCVtbi iRhLWr8JIAx VmAYlHvYrm8