Research Group Shows Intel & NVIDIA Data Center Revenue Gab Narrowing, AMD at 4th Place & Climbing

wccftech.com:

Market research company, 650 Group, recently shared slides showcasing the data center revenue of major semiconductor companies including Intel, NVIDIA, and AMD.

650 Group shows the vendor positioning for select Data Center companies including Intel, NVIDIA, AMD, Broadcom, and Marvell. According to the research company, AI and Cloud servers will play a major role in changing vendor positioning and the preference of vendors for each cloud provider. Cloud providers also demand higher ASP per server and more accelerators per server these days.

Coming to the Data Center revenue breakdown, Intel retained the top spot however the blue team took a major slide starting at the end of 2021 where it fell from around $8 Billion in revenue to almost half of that. NVIDIA came in second place & the gap between the two giants has narrowed ever since the beginning of 2022. The huge demand for AI and HPC led to explosive growth for NVIDIA's DC business but the company saw a slight decline moving into Q4 2022 which was also reflected in the most recent earnings.

Broadcom was in 3rd place followed by AMD in 4th place. AMD is slowly gaining ground within the Data Center segment. Their EPYC CPUs and Instinct accelerators have been doing really well and it looks like the company is all set to breach 30% market share in the server segment by end of 2023. You can also note that AMD's Data center revenue has seen a constant upward trend since 2020.

Moving over to the server shipments which include server and smart NICs, x86 was mostly flat and is expected to remain that way going forward. AMD and Intel CPU refreshes will decide how x86 is going to perform whereas Arm (non-x86) chips grew which reflects the growth in AI/ML shipments too which came out