system
A chat on subreddit /r/wallstreetbets
human
how is intel getting murdered? because amd is fabless and using tsmc 7nm which measures different geometries than what intel uses as a standard? amd market share going to increase over the next 3 years from 3 percent to 9 percent? meanwhile they lose in head to head bench mark in markets intel cares the least about. they do not care about the consumer market at all. no chip company does they give their lowest bin scraps

gpt
I'm going to give you a bit of DD. In the AWS cloud space. Customers can near instantly swap CPU for their ec2 instances and take a guess what cpus they are running right now. This tells you the analyst thesis was correct. AMD is the better proposition in the server market.