AMD outsells Intel in the datacenter space

Worth noting,

> Future Intel generations of chips, including Panther Lake and Nova Lake, won’t have baked-on memory. “It’s not a good way to run the business, so it really is for us a one-off with Lunar Lake,” said Gelsinger on Intel’s Q3 2024 earnings call, as spotted by VideoCardz.[0]

[0]: https://www.theverge.com/2024/11/1/24285513/intel-ceo-lunar-...

“It’s not a good way to run the business, so it really is for us a one-off with Lunar Lake,”

When you prioritize yourself (way to run the business) over delivering what customers want you're finished. Some companies can get that wrong for a long time, but Intel has a competitor giving the customers much more of what they want. I want a great chip and honestly don't know, care, or give a fuck what's best for Intel.

> When you prioritize yourself

Unless “way to run the business” means “delivering what the customer wants.”

Customer being the OEMs.

I thought the OEMs liked the idea of being able to demand high profit margins on RAM upgrades at checkout, which is especially easy to justify when the RAM is on-package with the CPU. That way no one can claim the OEM was the one choosing to be anti-consumer by soldering the RAM to the motherboard, and they can just blame Intel.

Intel would definitely try to directly profit from stratified pricing rather than letting the OEM keep that extra margin (competition from AMD permitting).

OEMs like it when it's them buying the cheap RAM chips and getting the juicy profits from huge mark-ups, not so much when they have to split the pie with Intel. As long as Intel cannot offer integrated RAM at price equivalent to external RAM chips, their customers (OEMs) are not interested.