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1Fix the driver behind crashes, sound loss and screen glitches2Repair Windows errors before they cause bigger problems3Scan for outdated or missing drivers - takes under a minuteAMD’s reported Data Center revenue exceeded Intel’s reported Data Center and AI (DCAI) segment revenue for the first time in Q1 2026: AMD reported $5.8 billion, while Intel reported $5.1 billion. That is a comparison of company-defined segments—not a direct measure of server-CPU sales alone. AMD’s segment includes EPYC processors and Instinct GPUs; Intel’s DCAI segment is also broader than server CPUs.
What the Q1 2026 comparison shows
| Company | Reported segment | Q1 2026 revenue | Year-over-year change |
|---|---|---|---|
| AMD | Data Center | $5.8 billion | Up 57% |
| Intel | Data Center and AI (DCAI) | $5.1 billion | Up 22% |
On those reported figures, AMD’s segment revenue was $0.7 billion higher. AMD attributed its growth to strong demand for EPYC processors and Instinct GPUs. Intel’s reported figure is for its DCAI operating segment; Intel says its operating segment revenues include intersegment transactions. The companies’ segment definitions are not identical, so the comparison should be read as reported segment revenue rather than a normalized, like-for-like product measure. AMD Q1 2026 results; Intel Q1 2026 results.
Why this is not a server-CPU market-share result
AMD’s Data Center segment combines revenue from EPYC CPUs and Instinct GPUs, and the company cited demand for both as growth drivers. Its result therefore cannot be treated as CPU-only revenue or proof that AMD sold more server CPUs than Intel. Intel’s DCAI label likewise refers to a company-defined operating segment, not just server processors.
Revenue is also different from market share: these figures do not establish either company’s share of server-CPU units, server-CPU revenue, or the global data-center market. The official results cited here do not report those separate comparisons.
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AMD’s lead continued in its next reported quarter
AMD reported $6.7 billion in Data Center revenue for Q2 2026, up 107% year over year, citing EPYC and Instinct demand. This later result means the Q1 milestone was followed by another quarter of higher reported AMD Data Center revenue; it does not make the segment definitions directly comparable or establish CPU-only leadership. AMD Q2 2026 results.
What drove the reported growth
AMD: EPYC processors and Instinct GPUs
In its Q1 presentation, AMD credited strong demand for EPYC processors and Instinct GPUs. It also noted AWS, Google Cloud, Microsoft Azure, and Tencent announcements of new or expanded instances powered by fifth-generation EPYC processors. These are company-reported drivers and partner announcements; they do not independently measure the cause of market-wide growth. AMD Q1 2026 earnings presentation.
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AMD’s FY2025 release reported $16.6 billion in Data Center revenue, up 32% from $12.6 billion in 2024. The company attributed the annual increase primarily to fifth-generation EPYC processors and Instinct MI350 GPUs. The annual figure reinforces that the segment spans CPUs and GPUs, rather than representing server CPUs alone. AMD FY2025 results; AMD FY2025 Form 10-K.
Intel: DCAI revenue also grew
Intel’s DCAI revenue increased 22% year over year in Q1 2026. Its release described deployments of Intel Xeon processors in Google’s workload-optimized instances and NVIDIA DGX Rubin NVL8 systems. The revenue comparison therefore does not mean Intel left the data-center market or lost every form of leadership; it means AMD’s reported segment revenue was higher for that quarter. Intel Q1 2026 results.
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