Leave your feedback Share Copy URL https://ar-c.org/video/QLZtnCtUabl.html Email Facebook Twitter LinkedIn Pinterest Tumblr Share on Facebook Share on Twitter Advanced Micro Devices (AMD): ARKs Stock Stories [XRVR11EAZ7s] Health Updated on August 06, 2026 EDT — Published on August 06, 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. pM5MRvebqOJ JmOBqyPayU7 TqM8pPnF9qB 7zJhRv10Mhc jFgyYgf7qDF tM8w8X5uVrc
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. pM5MRvebqOJ JmOBqyPayU7 TqM8pPnF9qB 7zJhRv10Mhc jFgyYgf7qDF tM8w8X5uVrc