Advanced Micro Devices (NASDAQ:) saw its share of the server instance market decline slightly in July, according to a note from Jefferies on Thursday.
The report highlights that AMD lost 10 basis points (bps) of its share, while Intel (NASDAQ:) gained, capturing 72.8% of the market, driven by the success of its Sapphire Rapids processors and other offerings.
Jefferies noted that Intel’s Sapphire Rapids processors were particularly strong, helping Intel’s share increase to 39.1%, up from 18.1% in June.
Additionally, they noted that other Intel products also helped boost its market share, with the share gradually reaching 15.9% in July, a significant improvement from the flat performance in June.
On the other hand, AMD’s growing share of processor sales was weak compared to INTC’s, Jefferies said.
While total processor cases were up just 0.6% month-over-month, AMD’s share was up just 0.2%, much lower than the 2% growth it saw in June.
As a result, they say AMD’s overall market share fell slightly from 21.2% in June to 21.1% in July, with Genoa processors particularly weak.
“Genoa’s additional share was 1.2% compared to 12.2% in June, which is similarly the lowest data point recorded during the same period,” the company added.
Despite struggling with processor models, AMD managed to gain 10 basis points in AI models alongside AWS. Meanwhile, Nvidia (NASDAQ:) saw a decline in Dedicated Accelerator models, losing 10 basis points of market share.
Overall, Intel’s momentum, led by Sapphire Rapids, helped it overtake AMD in the server instance market in July, according to Jefferies.
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