I said they are on the cusp. Please tell me, what happens if we end up with 10nm+++? You really think we would end up with anything other than with >50% of datacenter purchases going to amd?
Currently, AMD is fab capacity limited and couldn't get enough cpus made to be 50% of datacenter purchases.
Add to that some reality about purchaser reluctance to switch, in part because of at least perceived quality of platform support, and Intel still has a lot of breathing room.
We're starting to see some positive signs from Intel fabs, so they could likely recover, as they have before. For AMD to become dominant, they will need to continue to do excellent work for a few more years while Intel continues to wallow as they have since maybe Skylake.
You said they're being on the cusp of being "taken out".
> You really think we would end up with anything other than with >50% of datacenter purchases going to amd?
Even if this did happen, how do you believe AMD survived for decades with probably under 1% of data center purchases? And small share of PC and other server revenue? How as AMD able to weather through all that and eventually come out the other side with a good product that would not be possible for Intel?
Add to that some reality about purchaser reluctance to switch, in part because of at least perceived quality of platform support, and Intel still has a lot of breathing room.
We're starting to see some positive signs from Intel fabs, so they could likely recover, as they have before. For AMD to become dominant, they will need to continue to do excellent work for a few more years while Intel continues to wallow as they have since maybe Skylake.