EPYC is the cash-flow anchor of AMD's Data Center segment, generating an estimated $9.1B in FY2025 (roughly 55% of segment revenue). The EPYC share gain story is one of the most compelling secular trends in semiconductors: from under 5% to 41% revenue share in eight years, with Intel now at 13-year lows. The 5th-gen Turin (Zen 5, 192 cores) accounts for roughly half of EPYC sales, with 1,600+ cloud instances deployed. The 6th-gen Venice (Zen 6, 256 cores, TSMC 2nm) launches in 2026, doubling memory bandwidth.
AMD targets 50%+ server revenue share by 2026-2027, which appears achievable given Intel's manufacturing struggles. EPYC share gains are more predictable and lower-risk than GPU share capture, providing a steady growth base of 2-3 percentage points per year. The server CPU TAM is also growing as AI infrastructure requires more host CPUs per GPU rack — Venice is positioned as the natural host CPU for MI450 Helios racks.
What is the actual EPYC revenue for FY2025? AMD does not break out GPU vs CPU within the Data Center segment.