[uluyol]

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.