Intel Vs. AMD: Server Battle, AI Race Frame Earnings Test

1. AMD is gaining server CPU share amid AI GPU demand concerns. 2. Analyst projects AMD's 2025 AI revenue at $8 billion, below consensus of $9 billion. 3. Intel's near-term outlook is challenging, facing CPU share losses and AI pipeline issues. 4. AMD's long-term AI market position remains uncertain against Nvidia's dominant share. 5. Intel's potential 18A advancements could impact market dynamics and investor sentiment.