Overview: This report provides a comprehensive quarterly tracker and forecasts of global data center CPU shipments, revenues, and average selling prices (ASPs), covering the period from 2021 through 2028E.

The global data center x86 CPU market is entering a transformative phase driven by AI infrastructure expansion, shifting workload architectures, and intensifying competition between Intel, AMD and ARM.

CPU demand has been reinvigorated by AI infrastructure build-out. AI workloads shifting from training to inferencing are driving renewed CPU demand as head nodes, orchestration layers, and inference pipelines all rely on x86 compute. Total DC CPU TAM is set for sustained growth from 2026 onwards, expanding to ~$80B by 2028E — a 2.9x expansion from 2021. Agentic AI is driving higher CPU:GPU ratios from 1:8 toward 1:1, with 50–90% of agentic workload latency now on the CPU.

What the Report Covers

1. Vendor Summary — Revenue ($Mn), blended ASP ($), and shipments (Mn units) broken down by vendor (Intel vs AMD), including YoY growth rates, market share splits, and 5-year CAGRs.
2. Workload Summary — The same metrics segmented by workload type: General Purpose servers vs AI Optimized servers, showing the dramatic shift toward AI-focused CPUs.
3. CPU SKU Splits — Granular revenue breakdown by individual CPU product line (e.g., Intel Xeon Scalable generations, AMD EPYC generations, ARM-based), including process node, core architecture (P-core / E-core / Zen), and workload classification.
4. Pivot Table — Interactive pivot view for custom analysis across vendors, SKUs, workloads, and time periods.
5. Flatfile — Raw data in a flat structure (Vendor × Model × Architecture × Year × Workload) with Shipment, Revenue, and ASP fields, ready for import into BI tools or custom modeling.

Key Metrics Tracked

• Revenue ($Mn) and Revenue YoY Growth (%)
• Shipments (Mn units) and Shipments YoY Growth (%)
• Blended ASP ($) and ASP YoY Growth (%)
• Market Share of Revenue (%) and Market Share of Shipments (%)
• 5-Year CAGR (2023–2028E)

Dimensions & Segmentation

• Vendors: Intel, AMD, Others (ARM-based cloud provider custom CPUs)
• Workload Types: General Purpose, AI Optimized
• CPU Architectures: x86 (Intel / AMD), ARM (cloud provider custom silicon)
• Process Nodes: 14nm, Intel 10, Intel 7, Intel 3, Intel 18A, Intel 14A, TSMC 7nm, TSMC 5nm, TSMC 3nm, TSMC 2nm
• Core Architectures: P-core, E-core (Intel); Zen2 through Zen8 (AMD)
• Time Horizon: 2021–2028E (actuals through 2025; estimates 2026E–2028E)

Table of Contents:

• Overview And Assumptions
• Vendor Summary
• Workload Summary
• CPU SKUs Splits
• Pivot Table
• Flatfile
• Definition

Published Date: May 2026