> And ~75% (Intel) vs ~25% (AMD) for data center servers.

IIRC their data center CPU revenue was about even this quarter so this is a bit deceptive (i.e. you can buy 1 large CPU instead of several cheaper ones).

From https://www.tomshardware.com/pc-components/cpus/amds-desktop...

"When it comes to servers, AMD's share totaled 24.2%"

and

"Intel, of course, retained its volume lead with a 75.8% unit market share."

Market share is often measured in install base.

Those two terms are related but definitely are never interchangeable. Market share is the portion of new sales a company is getting. Install base is the portion of existing in-use products that were from that company. Install base is essentially market share integrated over time, less systems that are discarded or otherwise taken out of service. If market share never changes, install base will approach the same proportions but it's a lagging indicator.

Sure, but if the point is showing how Intel isn't really in such a bad spot as one might think just looking at the install base would be pretty deceiving and semi-meaningless.

Of a market that is dying between two growing at the edges. Mobile and server clear trump personal compute. This the markets devaluing intel.

To be fair it's not like there is that much profits in mobile either. ARM CPUs are almost a commodity and the margins aren't that great.

I think data center revenue was in AMD's favor because AMD is second (obviously far behind NVidia) and Intel is third in AI accelerators, which both companies include in their data center numbers. So that pushes things in AMD's favor. I think on data center CPU's alone Intel is still ahead.

Data center revenue is not just CPU. It includes MI300 et al. So that's why data center revenue can be roughly equivalent between AMD & Intel while CPU revenue is still predominantly Intel.

Steam hardware survey: https://store.steampowered.com/hwsurvey/processormfg/

Windows:

Intel: 64.23%

AMD: 35.71%

Linux:

Intel: 30.15%

AMD: 69.85%

Why do you think gaming community survey would be more relevant than Intel/AMD earning reports in which they unambiguously, for the most part, lay out the earnings per CPU type?

There is a common usage of “PC” that excludes Macs, Chromebooks, and the like. It means the x86-based PC platform descendant from IBM PC compatibles, with BIOS and all.