AMD outsells Intel in the datacenter space

Damn, first Intel missed out on Mobile, then it fumbled AI, and now it's being seriously challenged on its home turf. Pat has his work cut out for him.

Intel has come back recently with a new series of "Lunar Lake" CPUs for laptops. They are actually very good. For now, Intel has regained the crown for Windows laptops.

Maybe Pat has lit the much needed fire under them.

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.