[subwayclub]

Intel has more of the existing partnerships with OEMs, and that isn't going to reverse immediately with a strong showing from AMD. The new Ryzen Mobile notebooks are low-to-midrange entries and groundbreaking in their category, but Intel still covers that higher end segment.

It's easier to see this from Intel's perspective: Intel's biggest threat is from the onrush of GPU-driven computing, and Nvidia is the market leader there. The classic play is to starve them of oxygen by leveraging existing channels to get them out of the gaming notebook market. Thus comes this weird saga with AMD and Raja which is a win win deal in fact: Intel gets ammo to fight Nvidia now and a key hire for their own development later, and AMD gets another source of cashflow and marketshare plus a graceful exit for what has been reported as shaky, conflicted executive management at RTG. Although they've delivered decent hardware and software recently, there have been numerous PR flubs from the group and the business unit performance is questionable overall. There is an open question of what happens to RTG later on, but perhaps the answer is simply to survive in Intel's shadow again.

[phkahler]

I can buy that. I didn't know there were issues at RTG. The point about OEMs not switching quickly is also a reality. It still seems really strange. The next move could be nVidia making their own high performance CPUs to integrate with their GPUs. Think risc-v here, they've already embraced it and the potential and freedom to innovate are wide open.