Much as I might instinctually recoil at the suggestion, the server rather than the desktop market is the big growth area right now. I'm told that this is thanks to a newfangled thing called "artificial intelligence", which is why Nvidia, proverbial emperor of the AI crowd, is doing so well and expects to keep doing well with Blackwell. But Nvidia's not the only player in the server market, and there's a change afoot elsewhere, over in the land of datacentre CPUs.
The change in question is that AMD has, for the first time ever, outsold Intel in the datacentre market, bringing home a trend that's been a long time coming. This is coming from X user Sravan Kundojjala of SemiAnalysis (via Tom's Hardware), who charts the datacentre revenue for the two companies against Nvidia's networking revenue.
