Earlier quoted context omitted.
I'll be interested to see how long it will be before this devastates Intel's business. At the moment, there's literally no reason to buy an Intel desktop or server processor, so how many of the Intel purchases coming from OEMs and big cloud companies are just because of contracts that might let up in a few years?
Well, other than the unbroken history of AMD managing to fail when ahead. Intel is a juggernaut because even if it's not shipping the best, it's always shipping something on time, every time.
Intel is in their current situation because their 10 nm process is years late, and is still not able to manufacture high-performance parts like server CPUs in any meaningful quantity for a price that the market would bear. They've also had severe shortages over the past year, which has resulted in orders being delayed for weeks or months.
And of course, there's the matter of their products basically being warmed-over refreshes of a nearly 5-year-old architecture (because their new architectures are dependent on 10 nm), which has resulted in comically lopsided performance in AMD's favor, in basically every objective metric that matters.