AMD is about to take over from Intel. Revenues for the Lip-Boo Tan-led company have remained virtually flat over the past five years Stalled or regressed. Meanwhile, AMD’s revenue has grown significantly, especially in the last two years. For example, a button: In 2021 Intel billed almost five times more than AMD. Its revenue was $79 billion compared to $16.4 billion for rivals.
In 2022 there was an important change in the trend. Intel’s revenue fell to $63.1 billion, while AMD’s revenue fell to $23.6 billion. And we’ve reached 2025, the year Lisa Su-led companies hit $34.6 billion in revenue. AMD is starting to seriously threaten Intel, whose revenue fell to $52.9 billion last year.
AMD’s upward trend in revenue and Intel’s stagnation have continued in recent months. And now, in the final stretch of 2026, Lisa Su’s company is about to deliver the final blow: its forecast indicates that it will bring in more money than its historical rival for the first time. AMD expects revenue of about $17 billion in the fourth quarter of 2026. And Intel expects bills of $15 billion to $16 billion over the same period.
AMD Engine: AI Accelerator and EPYC Processor
It is enough to go through forums specialized in PC hardware to realize that many users prefer AMD’s Ryzen processors to the CPUs that Intel has offered us in recent years. Our analyzes are also consistent with this line of thinking, and there’s no doubt about one thing: Ryzen chips have been remarkably competitive for many years now, both when working with video games and in an office or content creation situation. There is no doubt about one thing: AMD is no longer the “second fiddle” it was in the 90s and early 2000s.
Regardless, two sources of revenue that have fueled AMD’s growth in recent years are AI accelerators and EPYC processors. These two families of chips are intended for data centers and the artificial intelligence (AI) explosion we’re experiencing Your demand is sky highEspecially in the last two years. Specifically, this increase in demand for Instinct AI accelerators and EPYC processors coincides with the company’s strongest revenue growth.
Anthropologie, Meta, Microsoft, OpenAI and Oracle Cloud Infrastructure are already purchasing AMD Helios systems.
However, beyond the competition of these two families of chips from a strictly technical point of view, there is something that AMD has done very well: it has developed a strategy that seeks to offer complete systems for data centers through its scale computing platform Helios. rack. Anthropic, Meta, Microsoft, OpenAI and Oracle Cloud Infrastructure are already purchasing its Helios systems. Lisa Su estimates that its data center solutions segment will account for more than 80% of AMD’s revenue in 2027.
On the other side of the coin we have intel. The arrival of Lip-Bu Tan in March last year has been encouraging for investors and improved the company’s financial results However, it continues to be difficult Meet the demands of Xeon processorsThat allows you to compete in the data center market. In addition, the PC market has been greatly weakened by the sharp rise in the prices of some components and this panorama is hurting Intel as well. At this point the medium-term future looks much kinder to AMD than to Intel.
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In Xataka | AMD vs. Intel: Who led the great historic battle of processors
