AMD reported $5.8 billion in Data Center revenue for the first quarter of 2026, up 57% from a year earlier, exceeding the $5.1 billion reported by Intel’s Data Center and AI business. Intel’s segment revenue increased 22% year over year.
AMD attributed its growth to strong demand for EPYC processors and the continued ramp-up of Instinct GPU shipments. AMD’s segment total therefore includes revenue from both CPUs and GPUs; the comparison does not establish leadership in server CPU revenue, shipments or market share.
Executives link demand to AI workloads
In AMD’s May 5 results announcement, chair and CEO Lisa Su attributed the quarter’s performance to accelerating demand for AI infrastructure. She said inference and agentic AI were increasing demand for high-performance CPUs and accelerators, and described Data Center as the primary driver of AMD’s revenue and earnings growth.
Intel CEO Lip-Bu Tan similarly said the shift from foundational models toward inference and agentic AI was increasing demand for Intel’s CPUs, wafer manufacturing and advanced packaging offerings.
Companies focus on increasing supply
Su said AMD expected server growth to accelerate as the company scaled supply to meet demand.
Intel CFO David Zinsner said Intel was focused on using its factory network to improve available supply and meet customer needs throughout 2026.
