GF Securities Sees 50% AI Server Shipment Surge Fueling AMD Share Gains
GF Securities projects global AI server shipments to surge 50% to 2.5 million units in 2026, driven by rising demand for AMD EPYC CPUs and MI series accelerators. The firm forecasts AMD’s data center CPU market share to climb by five percentage points, boosting cloud segment revenue.
1. GF Securities Forecasts AI Server Boom
GF Securities models global AI server shipments rising by 50% from 1.7 million in 2025 to 2.5 million units in 2026, citing accelerated enterprise adoption of generative AI workloads. This surge is expected to underpin strong demand for both CPUs and GPU/accelerator architectures.
2. EPYC CPUs and MI Accelerators Drive Demand
Analysts highlight AMD’s EPYC Genoa series CPUs alongside MI200 accelerators as key growth drivers, forecasting a 60% year-over-year increase in AMD chip shipments for AI workloads. Customers in hyperscale and cloud segments are allocating a larger share of server budgets to AMD solutions.
3. Data Center Share Gains and Revenue Implications
The research note anticipates AMD’s data center CPU market share rising by five percentage points to over 20% in 2026, translating into a double-digit boost to cloud revenue. This gain is expected to narrow the gap with incumbents and support continued margin expansion for AMD.