“Indeed, AMD’s datacenter segment revenue reached $3.549 billion in the third quarter, whereas Intel’s datacenter and AI group’s earnings were $3.3 billion in Q3 2024.”
Two years ago Intel’s datacenter group brought in $5 billion to $6 billion a quarter. Now it discounts Xeons heavily and still lands under AMD. Intel’s answer is a 128-core chip at $17,800 that it still has to ramp. Both lose to Nvidia, which sold $3.668 billion in networking gear alone in one quarter.