LogFAQs > #980515717

1337toothbrush posted...

Insulated in the short term, but there are a lot of companies making their own AI accelerators now.

AMD is powering Microsoft's latest AI cloud service: https://www.amd.com/en/newsroom/press-releases/2024-5-21-amd-instinct-mi300x-accelerators-power-microsoft-a.html

X86 processors that only AMD and intel can make, that the western world's governments rely on. GPU market where it's so hard to actually break in, intel has 30 years of graphics experience but their current GPU drivers and architecture id problematic during the time they chose to make discreet desktop graphics cards and their product is a joke, don't expect another company to actually enter that market.

AMD and Nvidia will remain major players in the server market even as intel continues to lose there. Intel's Lunar Lake looks to be quite competitive with the Snapdragon X Elite so ARM for Windows isn't going to stroll to victory easily, although they do have a lot of designs.

AMD will continue to own the premium console market and their upcoming Strix Halo APU(8/12/16 Zen 5 cores with a RDNA 3.5 GPU with higher specs than the PS5's GPU) will be great for high end gaming laptops and can power a 1440P mid range gaming PC alone with no discreet GPU.