But each of those companies are in different positions, with AMD playing its traditional role of a scrappy underdog trying to unseat the behemoth Intel, which is laying off thousands as part of its multi-year restructuring plan.
https://www.hpcwire.com/2022/11/12/amd-thrives-in-servers-amid-intel-restructuring-layoffs/
AMD performance is so EPYC, they will cross over and take a ton more market share thru 2024 and likely 2025 as confidence in Intel roadmaps are low and once you swing away from Intel you need to see three or more years of sustained performance to come back.
Frankly aMD and Nvidia use of superior foundry technology and cost will give them a fundamental advantage that is insurmountable for Intel. The greatest irony for Intel to be competitive it will have to go to the foundry like it’s competitors while trying to convince everyone else to use them, while they don’t, FUBAR