[rank0]

They’ve got plenty of cash, and they’re still the strong leader in the server space. AMD is eating away at their consumer grade cpus I concede.

I would be shocked if we had an intel “implosion” they have a sustainable and successful business model and there’s no world where we need fewer processors.

[georgeburdell]

AMD is probably making more progress in server right now.

[hnfong]

"Implosion" is probably an exaggeration, but with AMD strong, and competitive ARM offerings (Apple silicon for end user devices, and Amazon with their own ARM processors on server), most people are speculating that they will eat into Intel's profit. The fact that Intel can't produce a competitive GPU in an environment where the GPU is becoming more and more important (for various reasons) is also something against them.