Meta, Intel and NVIDIA
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Though AMD's server sector is raking in the money
Intel’s decision to prioritize server CPU production in the face of supply constraints helped AMD achieve an all-time high in overall market share by ceding ground in the PC space, according to CPU-tracking firm Mercury Research.
Intel had a choice: prioritize server shipments or desktop PC processors, after manufacturing issues caused shortages. Intel chose the former, and AMD's Ryzen sales benefited.
Intel Corporation (NASDAQ:INTC) had a rough week. The stock dropped 7.51% while the S&P 500 (NYSEARCA:SPY) dipped just 1.29% and the semiconductor sector rallied 1.76%. At $46.79, Intel is still up 27% year-to-date and nearly 94% over the past year,
AMD's desktop CPU revenue share grew by 14.6% in 2025, driven by Ryzen demand, as AMD continues to gobble up market share from Intel.
AMD continued its rapid rise in both unit market share and revenue share in the PC market, claiming substantial increases in both mobile and desktop Ryzen shipments.
Intel rationing deliveries of fourth and fifth-generation CPUs, with wait times of up to six months anticipated
New CPU shipment estimates from Mercury Research suggest AMD is continuing to narrow Intel’s long-held lead across the x86 market, with desktop showing the sharpest movement.
Intel's next-gen 52-core Nova Lake CPUs rumored with up to 800W and beyond power usage, with only highest-end 900-series mobos to support full power.
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Intel stock has gotten way ahead of Lip-Bu Tan's turnaround plans. Will investors regret buying?
The Intel CEO has a simple plan to return to growth, but there are significant obstacles in the way.
But that’s just the case. For a limited time, the company is also offering a NZXT H2 Mini PC as a pre-built system that comes with an Intel or AMD processor, NVIDIA GeForce RTX 5080 graphics, and everything else you need to start gaming right away.