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US Intel

(stratechery.com)
539 points maguay | 2 comments | 26 Aug 25 10:47 UTC | HN request time: 0.019s | source
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webdevver ◴[26 Aug 25 14:42 UTC] No.45027238[source]▶
for all this talk about intel struggling, they seem to be quite capable to continue producing very competitive CPUs and other IP.

my understanding is that they are still doing well in the datacentre world, unless that has changed?

its worth keeping in mind Intel is quite a big company... and naturally, the parts that are chugging along just fine are not going to be making headlines (or much noise at all really.)

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1. roody15 ◴[26 Aug 25 23:57 UTC] No.45033811[source]▶
In my experience over the last 5 years the vast majority of companies I have worked with have moved to AMD for server purchases. Intel is not competing well on the home PC or server market in recent times at least that is what I am seeing.
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2. reilly3000 ◴[27 Aug 25 06:17 UTC] No.45036015[source]▶
100%. I’m seeing all of the new capacity in public clouds shift towards AMD. It’s hard to beat faster for cheaper. ARM has an even stronger value proposition, albeit with the requirement of compatibility. The switch would happen faster if there were enough equipment to go around… we switched all of our CI fleet to the latest AMD generation C4D‘s and got 36% faster builds, but had to go back a generation because GCP kept running out of boxes for us.