I didn't say they will lead in two years. But they have a much stronger position going forward and be able to compete. ( Compare to dying in a slow death before Pat came back ) Right now they aren't really "competing", more like holding AMD back. Look at AMD's entrance into Cloud / DC market, they are barely 10% by even the most optimistic standard. If you take out the consoles sales number, the DC market for AMD isn't as rosy as many want people to presume. ( I would have wanted them to be close to 20% by now. Although Mark papermaster have shown their ambition for 30%+. Which is the only good sign I would take.)
Also reminder AMD isn't in the forefront of leading edge node, they tend to wait for mainstream. Apple is the one paying premium. ( Although TSMC sudden 5 / 3nm acceleration seems to suggest a change in strategy, we will see )
Re:AMD Reports Q1 2021 Earnings
by Hikikomori on Wednesday April 28, 2021 @07:58AM
(#26968338)
Jim Keller was in part hired to work on K12 which was an ARM cpu which they were working on at the same time as Zen.
Meanwhile, AMD gets a headstart on ARM and leaves Intel in the dust on that front. I don't see Intel winning one way or another. I think it will take many years for them to potentially come back as no. 1 in the industry.