According to CoinMeta, AMD's stock has risen due to a report from UBS showing that global server CPU shipments increased by 31% in the third quarter of 2026 year-on-year. The report indicates a surge in demand for server processors, an increase in AI infrastructure investment, and a decline in Intel's market share. AMD accounted for approximately 28.4% of the market share in that quarter, while Intel's market share dropped by 2.4 percentage points to 51.5%. Analyst Timothy Arcuri stated that global server CPU shipments increased by about 31% compared to last year and by 6% compared to the previous quarter. Although AMD's market share remains relatively stable, the rapid expansion of the overall market indicates that the company is benefiting from the increasing demand for its EPYC server processors. It is expected that as AI agents and advanced computing applications become more widespread, data centers will need more CPU to support the powerful AI workloads.