That says more about Intel's shambolic efforts than it does about AMD's road to damascus moment.

Honestly both of them have demonstrated that they have little interest in AI. Intel gave up on Optane right as (a much-improved successor) would've helped with MoE offsetting or even as a highly durable drive for KV caching.

AMD have... turned out some decent gaming graphics cards and fine server CPUs but little else.

People are out there solding SMDs on old Nvidia mining rig GPUs to use them for inference; their hardware is not depreciating at the normal rate you'd expect from GPUs. DGX spark is finally useful now that AI can write multi-machine inference tooling optimised to it. Where's AMD in all of this? Nowhere.

I have avoided Intel products since the time some law enforcement forensic team used DCILeech to read the RAM of my server hosted at Hetzner and extracted a LUKS key from it. That was a lifelong lesson. There is no guarantee AMD won't come up with similar shenanigans like Intel's DCI soon and of course we don't know what PSP does behind the scenes, but at least for now, they are generally better for anti-forensics-tuned Linux kernels.

AMD specifically calls out high sales of Instinct products as leading the sales growth. I wonder how their Epyc and Ryzen lines compare to Intels Xeon and Core lines. AMD's Instinct sales are practically nothing compared to competing Nvidia products, but no one† buys Intel Arc accelerators, so that may be the main reason AMD is beating intel.

†Disclaimer: I own an Intel Arc GPU

Good. I was bitten by Intel's voltage issues in their 13th gen CPUs. Then again in the 14th gen replacement. They appear bloated, complacent and I hope AMD eats their lunch.

Having strong competition between the CPU vendors is always a good thing. AMD has made mistakes, but it's hard to argue they don't deserve to outsell Intel for a change.

Quite a comeback for a company that was not doing well a decade ago (pre-Zen).

AMD is reaping the reward of pragmatism, their best gaming CPU skus often have 8 full cores with a large cache for desktops plugged into a wall outlet.

Intel has been chasing higher and higher core counts which look good on spec sheets and dazzle in rarely utilized workloads, but said core counts do nothing to run the apps and games that most people actually use. I think getting dumped by Apple broke them, they're competing with Apple on paper and AMD is eating their lunch in reality.

Gaming decline is not a good thing, but part of it is overpriced PC components due to AI craze. No one is in a rush to make new PCs for such prices.

ECC

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Blah blah blah, AMD so great.

The truth is this is more of the same tech inflationary pressure driven by AI. AMD is winning for showing up. Don't get me wrong, AMD does have technically superior products for specific applications, but that never really mattered.