AMD’s server share grew to a record 18% in the third quarter of 2021, according to Omida research. That’s a growth of 2% compared to the last quarter and roughly 2x compared to 2020. Team Red’s Epyc server CPUs are enjoying a high rate of adoption from hyperscale CSPs who are deploying high core count Rome and Milan CPUs. AMD’s wins show the x86 market’s resilience and high cache memory per socket.
AMD is benefitting from the strong uptick in demand from hyperscale CSPs who are deploying high core count AMD Rome and Milan CPUs. AMD’s wins are a reflection of their x86 market-leading core density and cache memory per socket. We don’t play vendor favorites or predict winners and losers in the market but it’s important to note that AMD’s announced CPU line-up including a new cloud-optimized CPU variant, called Bergamo, with up to 128 cores, will likely be very compelling to cloud service providers.Omida Research
Omida’s figures show AMD controlling roughly twice as much server CPU market as Mercury. This means that we’re likely looking at a different market segment (hyperscalers) or research with an increased focus on it. Shipment of servers with Arm CPUs reached record levels according to the latest Data Center Server Tracker from research group Omdia. 5% of the servers shipped in the third quarter of 2021 had an Arm CPU, driven by cloud service provider demand.
Amazon increased the deployment of servers with its in-house developed Arm-based CPU, Graviton. Ampere an independent Arm-based CPU vendor saw a strong demand uptick from its key customers Oracle and Equinix. In China, Huawei is increasing the deployment of servers running its in-house developed Arm-based CPU, Kunpeng, within its cloud business.
Overall server shipments remained flat quarter over quarter at 3.4 million units in the third quarter of 2021. Revenues also reached 21.6 billion, up 6% compared to the third quarter of 2020, driven by an uptick in server prices.