Leave your feedback Share Copy URL https://ar-c.org/video/QFqIjJrDFkD.html Email Facebook Twitter LinkedIn Pinterest Tumblr Share on Facebook Share on Twitter Advanced Micro Devices (AMD): ARKs Stock Stories [xDTF6czvVv0] Health Updated on August 08, 2026 EDT — Published on August 08, 2026 EDT AMD had nearly zero server CPU market share in 2017. By Q1 2026, they controlled 46% of server CPU revenue. Frank Downing, ARK's Director of Research, AI and Cloud, breaks down why AMD is now running the same playbook against NVIDIA in AI accelerators. 5G26BhCPIYw ImRxqrby83H NMRqSq4Kk4T iGS2P7Jt94x 3FoiQqo1u6A 6JWzqaG6D8e
AMD had nearly zero server CPU market share in 2017. By Q1 2026, they controlled 46% of server CPU revenue. Frank Downing, ARK's Director of Research, AI and Cloud, breaks down why AMD is now running the same playbook against NVIDIA in AI accelerators. 5G26BhCPIYw ImRxqrby83H NMRqSq4Kk4T iGS2P7Jt94x 3FoiQqo1u6A 6JWzqaG6D8e