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AMD releases full pricing and specifications for its EPYC 9006 (Venice) series server CPUs, featuring up to 256 Zen 6 cores, 16-channel DDR5-12800 memory, and pricing from $700 to $14,904.
AMD has achieved a 46% revenue share in x86 server CPUs, up from nearly zero in 2017, driven by its new Venice processors that offer 2.2x performance per core over Nvidia's comparable chip. The shift highlights a growing preference for modular CPU+GPU setups in AI agentic workloads over Nvidia's vertically integrated racks.
Bernstein research report predicts that the era of Agentic AI will drive a reversal of CPU roles in data centers, with the server CPU addressable market possibly reaching $223 billion by 2030, favoring stocks such as Haiguang Information and Arm.