AMD Finally Overtakes Intel in Q1 Data Center Revenue as Agentic AI Forces Hyperscalers to Hoard CPUs Over GPUs

AMD beat Intel in Q1 data center revenue for the first time, powered by strong EPYC CPU demand.

AI workloads and broader supply constraints are boosting CPU demand across hyperscale infrastructure.

The shift highlights how AI-era spending is reshaping competition in data centers.

AMD, Intel, and the wider semiconductor supply chain are all being affected by the changing mix of compute demand.