News AMD outsells Intel in the datacenter for the first time in Q4 2024

[tamalero]

The Ryzen precedent required Intel to fall on its face and get stuck on the same node for 6 years. That obviously can't happen to Nvidia. In the most unlikely of scenarios if that did happen, AMD would be stuck in the same boat since they both use TSMC and no advantage would be gained. If anything Nvidia is in a better position since they have used Samsung as well recently and don't depend on just one producer like AMD does.

intels issues were more than just a node problem.

 

[jp7189]

Intel is still cutting labor and restructing; they've always been a much larger company than AMD (although it's the smallest gap ever now), so when revenues are similar between the two, you bet AMD will have better margins on that revenue. Next fiscal year should show better margins for Intel, assuming they can stop the DCAI hemorrhaging .

Gross margin is a metric of costs of good sold and doesn't factor in general overhead. It means Intel is spending more (poor internal fab yields, high TSMC contract) and getting less on the store shelf (as it were) compared to AMD. Net profit includes operating expenses and includes the factors you mentioned.

 

[DS426]

Gross margin is a metric of costs of good sold and doesn't factor in general overhead. It means Intel is spending more (poor internal fab yields, high TSMC contract) and getting less on the store shelf (as it were) compared to AMD. Net profit includes operating expenses and includes the factors you mentioned.

Ah, true -- good call.