First screen, captured 9 days ago. Open the video.

AMD expects to outsell Intel in Q4 for the first time in history

What HN thinks

A thread about AMD's record quarter that spent most of its energy mourning Optane.

Intel's failure, not AMD's triumph
Many see the milestone as mostly about Intel's missteps, from the stalled 10nm node and Krzanich-era cuts to voltage bugs and leadership churn.
AMD earned it with datacenter GPUs
Others point out that the growth comes from Instinct GPUs and EPYC server CPUs, and that Zen has led on value and performance since about 2018.
Optane was killed too early
A long side debate argued over whether Optane's low latency and huge write endurance would matter for AI and databases, with skeptics calling it a niche product.

Consensus: Most agree AMD's datacenter and server business is driving its results while Intel has stumbled. They also agree that AMD's software stack, especially ROCm, is still its weak spot next to CUDA.

Recommended in the comments

Lemonade Server (tool): A commenter cited it as a community project that AMD actively contributes to so models run better on Strix Halo.
Vulkan (library): Commenters called it a more stable way than ROCm to run compute workloads on AMD GPUs.
llama.cpp (tool): One commenter said it gets DGX Spark-like performance on Strix Halo for about a third of the price.
OVH (service): One commenter recommended it as a Hetzner alternative that gives more resources than DigitalOcean and didn't ask for passport details.

Summarised by Claude from the comment thread 8 days ago.

Points: 542
Comments: 197
Best rank: #6
Posted: 2026-11-04 by rbanffy
Category: Hardware

amd intel earnings data-center epyc instinct semiconductors

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