AMD Update: The One Critical Reason I’m Still Feeling Zen

The data center is critical right now because this is what can help AMD reclaim its stock price. I wouldn’t dismiss the possibility that this year becomes AMD’s best year in the data center as the company is perfectly positioned to make a substantial increase in market share over Intel. By best year I am not referring to growth percentage but rather judging by impact of total revenue and size of this segment. The move from AMD owning “mid-20%” of the CPU data center to owning 40% to 50% of the market is the move we want to capture --- and this is entirely possible due to Intel’s most recent stumble.

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