Despite the current scaling issues they can simply reduce margins to be price competitive and keep up their market share. AMD entering the market is a great way for Microsoft/Google/etc to negotiate hard for the CPU's needed for the next datacentre/upgrade cycle.
Reading semiaccurate.com feels a bit like reading InfoWars, everything is a conspiracy.
That may be but Intel is certainly not beyond ... ahem ... interesting tactics. Demoing a CPU holding 5GHz by cooling it via an industrial chiller just to steal some of AMD's thunder?
It's not really believable that Intel thinks it has no chance in servers. What I think is believable is that Intel will not be able to limit AMD's advance into their market share. This should start to show in next quarter's results, as AMD server product qualifications are finalised by large data centres (as AMD has pointed out in their briefings).
What I had believed until now is that Intel was essentially pivoting to a different strategy, moving away from traditional CPUs. But this article makes me believe they have just miscalculated and could be in for a rough few years (where rough, for Intel, is still making billions of dollars).
Intel is addicted to $100 - $3,000/CPU for its "traditional CPUs." Where do you think they would move to exactly?
This'll sound a bit strange at this point, but I have the feeling CPU's will become little more than an I/O controller in the long term. Much consumer computing will be done in the data centre. Data centres will be dominated with devices that look more like GPUs and TPUs than CPUs.
Naturally, GPUs will inherit more CPU like features before this happens.
