AMD Just Out-Earned Intel in the Data Center. Here's What That Means for Both Stocks.
Yahoo Finance ·
For decades, the data center was Intel's kingdom. It designed the processors that ran the world's servers, and AMD ( AMD +5.71% ) was an afterthought. That era is over. In its first quarter of 2026, AMD's data-center segment generated $5.8 billion in revenue -- more than Intel ( INTC +1.97% ) pulled in from the same business over the same stretch. It was another quarter in which AMD out-earned its old rival in the data center, and it reframes the investment case for both stocks. So, which one does the shift favor from here? AMD's first-quarter data-center revenue rose 57% year over year to $5.8 billion. That was the standout line in a strong quarter. Total revenue climbed 38% to $10.3 billion, and data center is now the company's largest and fastest-growing business.
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