I saw on YouTube both companies CEOs in the latest interview stated expecting steady growth in DC business including GPU and CPU. Meanwhile meanwhile (saying twice in purpose), intel claims the market is on low season and demand is soft in general. It look AMD and NVIDA talking about planet earth and intel apparently another planet and aliens lol.
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I was shocked at just how relaxed and jovial Lisa Su of AMD was...she knows AMD is firing on all cylinders...every bucket was checked off. Meanwhile, at Intel, the workers are all doing their office wellness exercise and reporting just how many times it was completed.
Demand is soft…for Intel datacenter chips because they aren’t competitive