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1080 points antipaul | 4 comments | | HN request time: 0.001s | source
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lmilcin ◴[] No.25070499[source]
If you still own any Intel stock it is probably good time to dump it. Not only can't they compete with AMD, Apple now started running circles around them all.

I wonder what the world is going to be like when companies own entire stack including all hardware (even things like cameras and displays) and applications (including app stores).

There is going to be no competition as any new player would have to first join an existing stack that keeps tight grip and ensures competition is killed off before gaining momentum.

So, basically, dystopian future with whole world divided into company territories.

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1. pjmlp ◴[] No.25071048[source]
Outside HN like bubble circles, very few companies actually bother to buy AMD, and ARM is no match for servers, neither is Apple going to sell their chips to third parties.

Intel can still do as many mistakes as they feel like it, and AMD better hold on to their game console deals.

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2. wu_187 ◴[] No.25071230[source]
This simply isn't true. I just spun up a new instance on Oracle cloud, and it came with AMD CPUs. If AMD is selling to cloud providers Intel is fucked.
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3. pjmlp ◴[] No.25074541[source]
I specifically stated outside HN bubble and AMD is worthless without access to Intel patents.
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4. forcemajeure ◴[] No.25081274{3}[source]
Oracle cloud is part of the HN bubble?

From what I gather AWS also offers AMD and ARM-based instances.

I don't see how it benefits the cloud providers not to offer these choices. No one benefits from a monopoly and they want to drive the cost of their services down.