Not really getting that impression from AMD. On the call Su talked up EPYC "Venice" (a series of x86 chips) as a major component of their Q4 and 2027 guidance.
That's what I'm saying - I think both AMD and Intel risk becoming obsolete dinosaurs if they keep focusing on x86, which is what they seem to be doing.
Windows on ARM is hardly going anywhere, and outside HN bubble, Windows x86 has a worldwide market share of 70%.
Also beware of what you wish for, that is basically the end of PCs when it comes to be, the dream of OEMs, going back to fully vertical integration as all computers used to be in the last century, with exception of PC clones, thanks to IBM failing to control the ecosystem.
[–] p1necone 3 days ago
[–] trynumber9 2 days ago
[–] p1necone 2 days ago
[–] pjmlp 3 days ago
Also beware of what you wish for, that is basically the end of PCs when it comes to be, the dream of OEMs, going back to fully vertical integration as all computers used to be in the last century, with exception of PC clones, thanks to IBM failing to control the ecosystem.
[–] mepian 3 days ago
[–] pjmlp 2 days ago
It didn't, other than in some niches.