A Look at AMD’s Enterprise Strategy

Over the last two years, Advanced Micro Devices (AMD) succeeded in winning some market share from NVIDIA (NVDA) and Intel (INTC) in the discrete GPU (graphics processing unit) and PC CPU (central processing unit) market. One year back, AMD re-entered the server CPU market, where Intel holds more than a 99% share. This is a difficult market, as a lengthy qualification process, Intel’s monopoly, and large investment requirements pose major entry barriers. Many server CPU makers like Cavium (CAVM) launched ARM-based server CPUs but were unable to beat Intel.