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AMD Just Out-Earned Intel in the Data Center. Here's What That Means for Both Stocks.

Source: Motley Fool

2026-07-10 06:01:00 ET

For decades, the data center was Intel's kingdom. It designed the processors that ran the world's servers, and AMD (NASDAQ: AMD) was an afterthought. That era is over.

In its first quarter of 2026, AMD's data-center segment generated $5.8 billion in revenue -- more than Intel (NASDAQ: INTC) pulled in from the same business over the same stretch. It was another quarter in which AMD out-earned its old rival in the data center, and it reframes the investment case for both stocks.

So, which one does the shift favor from here?

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Intel Corporation

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