Advanced Micro Devices (AMD) has performed well in 2025, as interest in the company’s CPU and GPU offerings has increased alongside heightened demand for artificial intelligence (AI) services. This growth has the chipmaker poised to overtake rival CPU maker Intel (INTC) in both the server and consumer markets.
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AMD CEO Lisa Su said that she expects the company will see its CPU server revenue market share reach above 50% over the next three to five years. While Su doesn’t call out Intel specifically, it is AMD’s main rival in the space. If AMD expects to capture the majority of the market, that isn’t a good sign for Intel.
Turning to the consumer sector, AMD has made steady gains against Intel. Su predicts AMD will obtain a 40% share of this market, eroding away Intel’s current 72% market share dominance. Evidence to back this up comes from Steam’s hardware surveys. The percentage of users with AMD CPUs installed has climbed to 42.09% over the past five months from 39.65%. At the same time, the percentage of Intel CPUs used by Steam customers has dropped to 57.82% from 60.27%.
AMD & Intel Stock Movements Today
AMD stock was down 0.9% on Friday but remained up 101.73% year-to-date. The shares have also increased 83.81% over the past 12 months. As noted above, these 2025 gains are largely tied to the AI boom.
Intel stock dropped 1.7% on Friday but was still up 76.06% year-to-date. The shares have rallied 47.47% over the past 12 months. Like AMD, Intel has gained thanks to the AI boom. It also secured a major investment from the U.S. government.
AMD vs. INTC: Which Stock Do Analysts Prefer?
Turning to the TipRanks stock comparison tool, traders can see which of these two stocks analysts favor. AMD has the better analysts’ consensus rating at Moderate Buy, compared to a Hold for Intel. AMD shares also sport a higher price target upside of 14.19%, while INTC’s sits at just 1.06%.
