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13 points

Intel just can’t get a break.

I will speculate that Nvidia’s performance is not sustainable in the medium to long term (at least if the current trend of missing revenue generating use cases for “AI” continues).

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12 points

Intel has somehow managed to make slower chips, that use more power, that also murder themselves due to manufacturing errors.

Intel is in a really bad place and they are going to have a hard time clawing this market share back. They completely dominated this space 10 years ago, and they have been slowly losing it for awhile now.

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7 points

To be perfectly fair, the issue you brought up only applies to the high end Intel 13th and 14th gen desktop processors. The article however is about datacenter processors. Anecdotally, ever since EPYC was released I’ve only been buying AMD processors for my datacenter. It was an awkward couple of years with the Intel sales reps who would downplay the arrival of 10nm when there was delay after delay.

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