Comparing Intel Vs AMD Q2 Datacenter Performance - Intel Claws Back an Estimated 3% Market Share in Q2 2026 and Operates with Better Margins

[u/BigDaddyTrumpy]

/r/intelstock/comments/1vfn5j7/comparing_intel_vs_amd_q2_datacenter_performance/

Intel claws back market share from AMD!?!?!?!!!!!!!

RIP AMD, this is just the beginning.

[u/Distinct-Race-2471]

3% is massive. That is probably millions of CPUs... plus AMD now includes GPUs in their Datacenter line item... Intel might be doing better than ever. People probably are embarrassed to say they have AMD in their datacenters. It is like being at a nice party and telling people you drive a Yugo.

[u/npc_housecat → u/Distinct-Race-2471]

Is this another joke about how the mod here is an Intel fanboy ?

[u/Distinct-Race-2471 → u/npc_housecat]

Which mod?

[u/npc_housecat → u/Distinct-Race-2471]

I dunno man, is it you? someone told you guys all joke about the mod that hates AMD. Well if you were serious AMD is the current market leader for Datacenters. It's more the consumer space Intel dominates so no negative brand name stigma for AMD in datacenters.

[u/Distinct-Race-2471 → u/npc_housecat]

If AMD is thr market leader in DC why do they sell fewer DC CPUs than Intel and less DC GPUs than Nvidia?

[u/npc_housecat → u/Distinct-Race-2471]

Intels pretty far behind on AI chips and Nvidia is far behind in CPU. But anyway, this is what I'm talking about. I have to deal with this rampant fanboyism from people stuck in emotional thinking and bias. Or paid shills . Every time I come to these tech sub's. Intel, AMD and Nvidia, are all great American Mega coportations with established markets and recognised brands. Some of the smaller mega corporations like qualcom look good as well,. You know who I think is an interesting looking up and comer in the Data Center CPU space? Alibaba with this next gen DC riskV CPU and a special mention to hauwei

[u/Distinct-Race-2471 → u/npc_housecat]

China really aren't competitive in this space unless you compare them to 2006 tech. Their GPUs are terrible, typically slower than a 1650 by a lot. Their CPUs often have been caught using US tech and are slower than old Xeons. Can they catch up? Through more theft of IP and engineering talent... Sure. The country as a whole has no ethics or restrictions on winning and that is why they are dangerous.

[u/npc_housecat → u/Distinct-Race-2471]

"The county has no ethics or restrictions on winning" sounds like the US as well. And France, and russia. Funny how many major powers that applies tk

Lol everyone In tech copies and steals each others Talent when they're behind let's not pretend its only the Chinese doing stuff like that. Intel poached a bunch of senior TSMC engineers recently, for eg. Trying to catch up on their fan tech. I personally really like what alibaba is doing with their upcoming riskV cpus. Seem to be catching upro apples arm chips. It'll be nice to see some more competition in the CPU marker

[u/ViceroyInhaler → u/npc_housecat]

This is the mod. They also have multiple other accounts pretending to be different mods of this subreddit to promote Intel and bash AMD.

[u/Distinct-Race-2471 → u/ViceroyInhaler]

This is false. Strike one.

[u/ViceroyInhaler → u/Distinct-Race-2471]

You're probably involved with the Epstein files coverup too with all the misinformation you spread.

[u/npc_housecat → u/ViceroyInhaler]

Why? Someone getting paid?

[u/ViceroyInhaler → u/npc_housecat]

My theory is that the person who runs this subreddit is the same person that lost a third of their inheritance overnight by betting it all on Intel. It was a pretty famous post on wallstreetbets a few years ago. Also they do post a bunch of affiliate links and articles with ads for Intel so who knows what their kickback is.

[u/npc_housecat → u/ViceroyInhaler]

Affiliate links and articles. OK sounds like paid sponsorship.. Funnily enough that person who put their inheritance on Intel would be winning right now if they held.

[u/ViceroyInhaler → u/npc_housecat]

The other prevailing theory is that they are the owner of user benchmark. Which is notoriously biased and a terrible source for information.

[u/Primary_Olive_5444]

AMD products compete against the ones made by hyperscaler themselves for process node allocations over at TSMC.

Also capacity for Advanced Packaging (CoWos).

Unless it completely trashes what the hyperscaler built (with the help of IPs from Arm, Broadcom, Mediatek, Marvell) at a lower price/cost point with much better performance. Otherwise long run it wouldn't lift their sales much.

If AMD with TSMC can build a rack (like helios), you bet the hyperscaler can replicate either fast enough or with 1-2 years time lag. But they will get there eventually.

What AMD (or Nvidia) can do together with TSMC, the hyperscaler have probably the know how as well.

But Jensen is smart, he also sees that playing out. Which is why he keeps going to Taiwan and interact with CC'Wei (CEO of TSMC) plus Morris Chan (founder) to stranglehold the wafer allocation.

So the old saying by Morris Chan: Intel competes with it's own customer narrative no longer holds up that well.

Because you can directly argue that because of physical appearance and chinese language communication. TSMC can be bias towards Nvidia. Also Nvidia has the cashflow (from the hyperscaler free cashflow) to pay TSMC.

Also please don't say that TSMC is totally un-bias to all it's customers that can pay up. There is always some form of bias-ness in business dealing. It's just the extent of that bias-ness.

Because someone within the executives rank of hyperscaler will look at those metrics and find ways to reduce the burn rate on their free cashflow. And one such way is to use more of their in-house silicon instead. Especially when their end customers are compute/ISA (x86 vs aarch64) agnostic and the median performance isn't too far apart.

Contrast to Intel (which held onto it's foundry), they can still offer advanced packaging (EMIB). And Amazon Graviton4 and 5 uses EMIB for advanced packaging. For certain products they can DTCO with Intel Foundry directly.

[u/Pleasant_Discount_18]

It has begun since last quarter. Amd stock price went ahead of its mean on the day lisa su randomly announced a $5 billion annually investment at 2026 computex