AMD expects to outsell Intel in Q4 for the first time in history(tomshardware.com)
578 points by rbanffy 7 days ago | 221 comments
tl;dr: AMD posted record quarterly revenue driven by nearly doubled year-over-year sales of Epyc data center CPUs and Instinct AI accelerators, while client segment declines were modest. The company guided Q4 revenue to roughly $17 billion, which would surpass Intel's quarterly revenue for the first time ever.
HN Discussion:
  • ~Intel's own failures and complacency, not AMD's excellence, explain the shift
  • ↑AMD's rise is deserved and healthy competition benefits the market
  • ↑AMD is the only hope to challenge NVIDIA's GPU dominance and pricing
  • ↑Personal bad experiences with Intel products justify switching to AMD
  • ~Intel still competes well in retail/desktop through aggressive pricing, qualifying AMD's win