Intel saw its CPUS sales to data centers reach the lowest level in more than a decade in 2024. The fall shows an increasingly competitive market, dominated by the rise of AMD and the transition from companies to artificial intelligence servers (IA ).
SEMIANALYSIS Data indicate that Intel’s CPU shipments to Data Centers fell 20% compared to 2011 and more than 80% compared to 2021.
In its financial report, the company confirmed that, despite the 12% increase in the average price of processors, sales volume dropped 10% by 2023. The reason? The growing preference for high performance models, which reduce the need for multiple CPUS units on servers.
AMD’s rise and the change in the date centers sector
The paradigm shift in the data centers market had a major influence on the fall of Intel. During the 2010s, the company dominated the segment, benefiting from the growth of cloud services.
However, the arrival of the 4th generation of AMD EPYC processors, which offer up to 96 cores, provided a more efficient option for cloud service providers. For the first time, AMD surpassed Intel in sales for data centers.
The impact of AI servers
The AI revolution also contributed to the fall in Intel sales. Companies such as the goal are building massive infrastructures, such as the Data Center designed to support 1.3 million AI -facing GPUS.
Such a change reduces the demand for traditional CPUs, favoring the use of processors specializing in machine learning workloads.
The server market is undergoing a deep transformation, with increasing focus on AI accelerated computing. Companies that previously invested heavily in traditional processors now prioritize optimized machine learning architectures and parallel processing
Intel bets on new processors to reverse fall
To try to recover ground, Intel launched its Xeon 6 line in 2024, which features up to 128 high -performance nuclei or 144 high efficiency cores. Nevertheless, sales are still impacted by market trend towards AI optimized solutions and cloud computing.
The situation is further complicated with the recent postponement of the Clearwater Forest line for 2026.
Intel’s future in the Data Center sector will now depend on its ability to compete in a market that distances itself from traditional computing solutions. With massive investments such as Microsoft’s $ 80 billion in AI to 2025, the company will need to innovate to maintain its relevance.
Fonte: Sravan Kundojala (semianalysis)
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Source: https://www.adrenaline.com.br/intel/vendas-processadores-inteldata-centers-em-queda/
