The Intel-AMD Inversion Just Happened on STH

March 2025 marked a first for AMD

A few weeks ago, we showed how HPE’s page view numbers on STH roughly lead their revenue direction. Something very notable happened in March 2025’s data: Intel and AMD inverted. While this is not the first time we have seen this happen, it is the first time for AMD outside of a major EPYC launch that we cover on STH. Usually, this type of activity yields share gain for companies.

Why Intel Has Led AMD on STH Page Views

Generally speaking, we target 100,000 page views on any STH article we publish. As you might imagine, that does not all happen in the first 24 hours. Instead, we have page views on articles that were published a decade ago. A great example I use is that we will get a few people every day looking up Cavium ThunderX content, generating page views each month. That happens despite the chip being many generations old. Marvell bought Cavium, and the ThunderX line is no longer available.

At STH, we still have an enormous library of content on the Intel Xeon E5 (V1-V4) series and the first and second generation Intel Xeon Scalable, which were all launched before the AMD EPYC 7002 “Rome.” Due to the back catalog, Intel naturally gets more page views than AMD.

The first time that AMD inverted and we saw more page views for AMD than Intel was for that Rome generation launch. With 64 cores, AMD offered more than 2x what Intel offered, which caught major industry attention. Since then, if AMD launches a new chip, they can make up a few hundred thousand monthly page view gaps that Intel naturally has due to the content backlog. To give you some sense, the last time that the figures were inverted was in October 2024 for the AMD EPYC 9005 “Turin” launch. That was surprising given the Xeon 6 launch, which did well for Intel.

Just to give you some sense, here is what the relative page view performance looked like over the past year: