I think the general perception is that they're playing catch-up rather than meaningfully pushing the limits themselves. Yeah, they moved into the GPU market, bu

I think the general perception is that they're playing catch-up rather than meaningfully pushing the limits themselves. Yeah, they moved into the GPU market, but the cutting-edge in GPUs is by NVIDIA. As is the cutting-edge in AI chips. The cutting edge in fabrication is by TSMC. The cutting edge in mobile by Apple. Intel's bread and butter has always been x86, but not only is it an ISA that's proving non-ideal for a couple new applications (mobile is ARM, AI is in the GPU or NPUs, etc), AMD is really putting up a good fight in that market too, and the crown has been traded a copule times in the past few years.