November Instance Insights_ NVDA Sees Strength, AMD EPYC Genoa Boosts CPU Share

AI Instances grew +0.9% M/M in November, down from +3.3% in October. NVDA took the lion's share of new Accelerator instances in the month at 97.7%, increasing total share +30bps M/M to 85.0%. AMD continues to outpace INTC in CPUs, gaining +70bps driven by EPYC Genoa while INTC declined -70bps. MSFT continues to lead CSPs in VM Instances with 35.3% share with 90+% coming from CPU instances. AMD Maintains Accelerator Share, While NVDA Gains: Total Dedicated Accelerators increased +0.9% M/M compared to +3.3% i ...