Is Intel being REAL? LOL … I don’t know whether to laugh or cry.
Taken from CRN …
Do you expect Sapphire Rapids, the next generation of Xeon Scalable CPUs, to slow down AMD’s market share growth in the data center space when it comes out next year?
I think we’re in a supply-constrained environment, so in that view, I don’t think there’s a lot more opportunity for share movements one way or the other in this period of time. I see it as a fairly stable environment in terms of market share and ASPs in that environment.
And if anything, ASPs are rising, not falling because of supply constraints and the costs of the supply chain coming at us and at [AMD] in this period of time. In that sense, I just don’t see a lot of change on market share, which in some respects, as our products are rebuilding strength, we’ll be in an environment where as the products get better as they ramp, and as we look out [two to] three years, we expect unquestioned leadership products in every dimension that we participate in.
So this period of time when people could say, “Hey, [AMD] is leading,” that’s over. We are back with a very defined view of what it requires to be leadership in every dimension: leadership product, leadership [chip] packaging, leadership process, leadership software, unquestioned leadership on critical new workloads like AI, graphics, media, power-performance, enabling again the ecosystem. This is what we will be doing with aggressive actions and programs over the next couple of years.
Read the rest at CRN
