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cubefox • today at 5:20 PM • 1 reply • view on HN

There is arguably no particularly strong competition. There would be strong competition if Intel and AMD had to compete with x86 CPUs from Apple and Qualcomm.

Or if Intel and AMD GPUs had to compete with Nvidia GPUs ... wait, they do, and they are absolutely losing.


Replies

adrian_b • today at 6:10 PM

The memory crisis has delayed both Intel's and AMD's consumer CPU launches, i.e. Nova Lake for Intel and Zen 6 for AMD, to next year, but when that will happen there are good chances to see a much stronger competition between them than during the last 6-7 years, because Nova Lake should finally bring back AVX-512, a.k.a. AVX10, to Intel's consumer CPUs, and it also has many enhancements that AMD has not implemented yet (e.g. APX and FRED), so unless Intel fails at execution, the competing Intel and AMD CPUs should be much more balanced than in the last few years.