Hacker News new | ask | show | jobs
by mhh__ 1760 days ago
I'll have a glass of whatever you're having.

Intel's first proper competitor to Zen is coming out soon, and from what I've seen so far it looks like a monster. Couple this with them launching GPU's into the most demand-heavy market we might ever see, they don't have to do much to have a good few years.

Also, every measure I've ever seen has AMD still at least a doubling away from parity with Intel, so I find your figure very hard to believe.

3 comments

AMD and Intel are fighting different battles right now.

AMD is competing with Intel today. They're offerings are better so they're winning market share and growing.

On the other hand, Intel really needs to be compared to the Intel of a few years back. They had ~100% of the server, laptop, and workstation markets. Whatever they released, people would buy it, and they could charge whatever they wanted. That level of dominance isn't going to come back. There is too much competition from AMD and ARM.

I'm not saying that Intel won't do well. But while they have to deliver competitive CPUs, they also have to succeed with this GPU push (which btw is not their first attempt) and probably also succeed with fabbing other people's chips (which has also flopped in the past). So they need to not flop this time, and they have to continue to execute well since these areas all have competition.

As a consumer, this is all excellent. It's seriously amazing what healthy competition brings.

Really? Show me what you’ve seen. EPYC continues to win and Xeon continues to lose. Same for TSMC on the manufacturing side.
The description of the Golden Cove microarchitecture at https://www.anandtech.com/show/16881/a-deep-dive-into-intels... certainly looks promising.
> Couple this with them launching GPU's into the most demand-heavy market we might ever see, they don't have to do much to have a good few years.

From what I have read their GPUs will be fabbed by TSMC so they will be constrained by capacity as much as anyone else.