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Tushar Aher Patil

Trying to do better • 15d

Intel vs AMD: The Tech Rivalry That Reshaped Computing. • Early Days: Intel was the gold standard with innovations like the x86 architecture. • AMD, founded a year later, played the role of the underdog, often offering cheaper alternatives. • Intel dominated through the 2000s and 2010s. • Turning Point (2017): AMD launched Ryzen processors based on the new Zen architecture. • Ryzen offered more cores, higher multi-threaded performance, and competitive pricing, leading in performance-per-dollar. • While Intel struggled with 14nm, AMD partnered with TSMC to advance to 7nm and 5nm, achieving better efficiency. • Gaming & Creative: AMD's graphics division (formerly ATI) integrated with CPUs. AMD secured major design wins for Sony’s PlayStation 5 and Microsoft’s Xbox Series X. Creators favoured AMD’s high-core-count CPUs. • Enterprise: AMD launched EPYC in 2019, challenging Intel's Xeon dominance in data centres. • Cloud giants like Amazon AWS, Microsoft Azure, and Google Cloud began adopting EPYC for performance-per-watt and TCO advantages. • Intel's Struggles: Faced delayed 10nm process, internal innovation slowdowns, leadership turnover, manufacturing delays, and missed opportunities from 2015-2020. • Key customers like Apple transitioned away from Intel. • Intel was no longer just the king; it was a legacy giant grappling with its identity. • Today's Battle: The rivalry is fierce across AI, laptops, high-performance computing (HPC), and custom silicon. • Intel is investing heavily in Intel Foundry Services (IFS). • AMD is pushing into AI accelerators with its MI300 series. • Both companies are focused on advanced concepts like heterogeneous computing and chiplet architectures. • This rivalry is pushing the entire industry towards faster, cooler, more efficient, and more intelligent computing. • The real winners are the consumers, developers, gamers, and enterprises. • The story is no longer David vs Goliath but a war between two titans – one reborn (AMD), the other rebuilding (Intel).

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