AMD Just Out-Earned Intel in the Data Center. Here's What That Means for Both Stocks.
A milestone that was unthinkable a few years ago has reshuffled the case for two chip giants.
Overview
For decades, the data center was Intel's kingdom. It designed the processors that ran the world's servers, and AMD (NASDAQ: AMD) 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 (NASDAQ: INTC) 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.
Details
So, which one does the shift favor from here?
Source
Originally published at www.fool.com.
Related Articles
Disclaimer: This article is for informational purposes only and does not constitute investment advice. Data may be delayed up to 15 minutes. Past performance is not indicative of future results. Consult a licensed financial advisor before making investment decisions.