Advanced Micro Devices (AMD): ARKs Stock Stories [y1Tl8oZ6q1F]

Health Updated on August 06, 2026 EDT — Published on August 06, 2026 EDT

AMD had nearly zero server CPU market share in 2017. By Q1 2026, they controlled 46% of server CPU revenue. Frank Downing, ARK's Director of Research, AI and Cloud, breaks down why AMD is now running the same playbook against NVIDIA in AI accelerators.