Rumor

AMD executives expect to gain server market share due to Intel removing multithreading from Diamond Rapids CPUs

Wednesday, April 1, 2026 at 12:13 PM

AMD executives expect to capture additional market share in the server space following Intel's decision to remove multithreading from its upcoming Diamond Rapids Xeon processors. This structural change in Intel's roadmap provides a competitive opening for AMD's EPYC lineup in data center environments.

Context

AMD executives have recently signaled an aggressive push to capture greater server market share from Intel, specifically targeting a perceived design flaw in Intel's upcoming Diamond Rapids CPUs. Intelligence suggests Intel has removed Simultaneous Multithreading (SMT) from its high-performance Diamond Rapids cores—a decision reportedly driven by efficiency and security concerns following the Lion Cove architecture. While Intel argues this move optimizes area for raw throughput, AMD intends to exploit the resulting performance gap in multithreaded workloads such as databases and cryptography. AMD views the retention of SMT in its EPYC processors as a critical competitive advantage, as the feature allows a single physical core to execute multiple threads. This architectural choice is particularly significant for enterprise customers because many software licenses are priced per physical core; by offering more logical threads per core, AMD provides a higher return on investment. With Diamond Rapids utilizing the Intel 18A process and aiming for up to 192 cores, AMD’s strategy focuses on delivering superior throughput and cost-efficiency to scale its presence in the data center market through 2026.

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