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TrendForce projects server CPU shipments will rise 31% in 2026 and more than 40% in 2027 as AI agents push more data-centre work toward inference, with Arm-based chips, which had only recently passed 10% of the market, expected to take about 30% of it in 2027
Verified 2026-10-27
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AI agents need far more general-purpose processors alongside GPUs, and custom Arm chips from Nvidia and the cloud giants are eating into the long x86 lead of Intel and AMD.
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- AMD's Data Center segment, which sells Instinct GPUs and EPYC server processors, more than doubled revenue year-over-year in the quarter to 28 June 2026, reaching $6.7 billion, up 107% year-over-year
- AMD's Data Center segment, the one selling Instinct GPUs and EPYC server chips, took $16.6 billion of the company's record $34.6 billion of revenue in 2025 — 48% of all AMD revenue
- Arista Networks, whose switches carry AI training and inference traffic inside hyperscaler data centres, reported total revenue for the quarter to 30 June 2026 of $3.036 billion, its first quarter above $3 billion and up 37.7% year-over-year
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