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Five Years After Apple Broke Up With Intel, Intel is Begging for Money
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AMD and Qualcomm would like to answer your question, but yeah, there has to be a structured plan in moving away from the Intel mess. Microsoft is tied at the hip to Intel in finding a structured exit strategy from the landscape of self serving complacency in milking their monopoly.
We'll be ok. Luckily others saw their complacency and arrogance which lead to the stagnation and lackadaisical efforts as a perfect opportunity to leapfrog them to keep things moving along in the information super-highway instead of the self-serving clogging all the lanes.
I still feel that they simply sat on their hands as it was obvious that smartphones were the next revolutionary product - yet they did nothing meaningful in that space (ok, modems).
Of course, they even turned down being the launch processor for the iPhone.
1. Overall x86 Server CPU Market Share: Intel vs. AMD
As of Q1 2025, the market share distribution for x86 server CPUs shows a continued shift:Intel: Approximately 63% - 67%
AMD: Approximately 35.5% - 39.4%
Projected ARM Market Share: 20% - 23% (by end of 2025)
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There is over 1200 data centers in the Usa and Billions being spent right now.
Intel and Nvidia Combo processors going to be tough to beat.
I think Nivida will play both sides eventually and work with AMD in the future.
Why because they will have to as with current AI Nvidia has all the playing cards in their Ai possession.
What's the line between innovation and gimmicks?
Like, when would it be situationally better to see my flight timings on the back of my phone, compared to a widget on the always-on display, or even your smartwatch?
That's the issue with parroting "number games" like this. There is too much emphasis on raw specs, and not enough discussion on what this really means for the end user experience. Like how larger batteries tend to lead to thicker and heavier phones (reviewers always assume that customers will be fine with this tradeoff), the impact of faster charging on battery health, or whether more pixels even result in better photo / video quality.
In servers there arent many scenarios where that combo would matter, anyone needing GPUs is going to want more GPU grunt than these can provide and anyone needing pure CPU power would rather not have die space and TDP taken up by an on-die GPU they arent going to use. These are not aimed at DCs.1. Overall x86 Server CPU Market Share: Intel vs. AMD
As of Q1 2025, the market share distribution for x86 server CPUs shows a continued shift:
Intel: Approximately 63% - 67%
AMD: Approximately 35.5% - 39.4%
Projected ARM Market Share: 20% - 23% (by end of 2025)
================
There is over 1200 data centers in the Usa and Billions being spent right now.
Intel and Nvidia Combo processors going to be tough to beat.
I think Nivida will play both sides eventually and work with AMD in the future.
Why because they will have to as with current AI Nvidia has all the playing cards in their Ai possession.
Spec wise that looks really good, but we all know that specs are not the complete story.
For example, I see no mention of tagged memory implemented in hardware.
For workstations, most of them do not need much compute, so they can switch to AMD, Qualcomm, even lower-end desktops. Chromebooks, for example. This market increasingly isn't interesting for Intel, because the margins aren't there.
For servers, most of them have abandoned self-hosting. In data centers, Intel is fairly big, but the volume isn't.
x86 and Windows only are fast going away in enterprise. Even Microsoft itself barely is doing Windows-only any more.
I refer to the screen in the plateau. The specs and technicalities from Apple are beyond, but the benefits for the user, it's barely incremental year on year. It's taking them forever to do different things.
Also, I'm very happy with my 16PM
I mean, you can call it gimmicks, but that is innovation.
The point you might be referring, is regarding useful features, that are not gimmicks.
I'm disappointed the speed of innovation from Apple, and I'd expect to have a much better camera; I miss being excited on an annual iPhone, but, I appreciate we have reached a level, where it is difficult to bring something outside of the norm in hardware. Camera wise, I think they're limiting in the quality, and making incremental upgrades to justify the next gen (what stopped them in the 16PM to have 48MP telephoto?; the reason why they didn't, iPhone 16 was focused entirely on the failed Apple Intelligence, why give extra features that you can give the year after? - same example with the baseline iPhone and the refresh rates on their screens)
Personally, being able to take a selfie with the main camera, I wouldn't call it gimmicks. A folding phone, for me, gimmicks 80% (you're gaining 0.9in of screen, on a weird / old aspect ratio, and sacrificing the crease, cameras and battery)
And come on, Apple is full of gimmicks... Dynamic Island, come on! Is cool, but it is a gimmick. The Camera button, I like it, some call it a gimmick. The line is too thin. And this year, a hot take, the whole iPhone Air, gimmick! (it's a trial run for the folding phone next year)
And agree, in general, the screen being used for the flights, yes, non-sense. But it's trying to do something new, hence innovative.
Hard disagree. The Dynamic Island makes lemonade (useful information such as live activities) out of a lemon (needing to keep a part of the front black so sensors can be hidden underneath. That's not a gimmick; that's clever design.
Why? Intel is extremely smart. They know Trump won't allow Intel go bankrupt and Trump will push companies like NVIDIA, Microsoft, Google and Apple to invest in Intel as Trump doesn't want the tech industry to be dependent on China.
I would have done the same thing if I was CEO of Intel. It's not really begging, it's playing your cards right and you know the tech industry will invest in your company when asked.
Companies like NVIDIA are getting screwed, I'm sure they are not doing this because they want to, while Intel is laughing like crazy with all the free money they are getting.
I still think Apple is asking Intel to show they could produce 2 nm process chips. That could mean Intel becomes a second source for the Apple A-Series SoC's besides TSMC if successful. Intel has a LOT of fab capacity that could be used to build not only A-Series SoC's, but eventually even Qualcomm's own Snapdragon SoC's.
Intel's 2nm (20A) process is canceled; their 18A might still be on track to ship in volume this year.
As far as A-series SoCs, though… really? Intel has the volume to produce 200M a year? I would question that. Maybe they have enough for the North American market?
As far as A-series SoCs, though… really? Intel has the volume to produce 200M a year? I would question that. Maybe they have enough for the North American market?
I had no idea that the Matrix phone was a deliberate tie-in like that. Very cool!