What we know

AMD expects to outsell Intel in the fourth quarter, marking the first time in the company’s history to do so. This projection is driven by strong demand in AMD’s data center segment, particularly for its Epyc processors and Instinct accelerators. Meanwhile, sales of AMD’s client hardware have declined only slightly. These expectations come from AMD’s own guidance and have yet to be independently verified. AMD anticipates surpassing Intel in Q4 revenue for the first time. The surge in AMD’s data center business is fueled by high demand for Epyc CPUs and Instinct accelerators.

Why it matters

AMD and Intel are the two leading competitors in the x86 CPU market, with Intel historically holding the revenue and sales lead. AMD’s recent gains, especially in data center processors, have narrowed this gap. If AMD’s forecast proves accurate, it would mark a significant shift in market dynamics and highlight AMD’s growing strength in enterprise computing.

What is still unknown

No independent verification of AMD’s sales projections is available. Details about the accuracy of these forecasts, the impact on supported platforms or languages, and any broader market implications remain unclear. The timeline for when AMD might officially confirm outselling Intel or provide audited results has not been disclosed.