> 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).
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.
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.
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).