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Unstoppable AI chip stock momentum: AMD's worth 310 billion and hits new highs
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robinmc joined discussion · Mar 13 03:59

The only Intel analysis you will ever need

Below is copy pasted from article I found online. Here is the original source. Also, I had to remove some other info that I thought was fluff, as reddit has a 40k character limit.
The big drama was the beating Intel has taken in the datacenter, where they went from a near monopoly position in x86 CPUs to a duopoly situation where AMD has consistently been gaining share:
The only Intel analysis you will ever need
Additionally, ARM-based CPUs are making headway in the datacenter as well, eroding the dominant position which the x86 architecture has enjoyed for decades. Large hyperscalers controlling the cloud market are increasingly designing their own silicon. $Intel(INTC.US)$
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    robinmc
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