AMD is growing, Intel is shrinking. This expectation is priced in now. For example, the latest Intel server CPU has 60 cores and costs $17K. The equivalent, r

AMD is growing, Intel is shrinking. This expectation is priced in now. For example, the latest Intel server CPU has 60 cores and costs $17K. The equivalent, recently released AMD EPYC processor has 96 cores, costs $12K, and has a higher base clock than the Intel processor’s all-core turbo max clock! AMD will then follow up this brutal left-hook with a 128-core part in the next few months. That’s a knockout. Nobody in their right mind would buy Intel for data centre workloads right now. The only reason anyone still does is that AMD can’t manufacture enough processors to meet demand, and some customers have supplier diversity requirements.