Intel Corp (INTC)

[Unkwn]

Intel compares Xeon with EPYC. Pretty comprehensive comment in this article:

Thoughts:
For the last five years Intel has largely owned the data center; currently, its processors power a whopping ~99.6% of the world's servers. Intel is currently restructuring and has bet a substantial portion of its future on data center-driven revenue, and while the company also faces threats from ARM-based competitors, such as Qualcomm's Centriq and Cavium's ThunderX2, AMD's processors have the advantage of the x86 instruction set architecture.
While the ARM-based competitors are attractive, it will take much more time for the software ecosystem to evolve, even with recent Linux support enhancements. That means EPYC-powered servers are the biggest near-term threat to Intel's dominance because they could serve as a simple and easy replacement.
It could take AMD several years to regain more than a single-digit market share even if EPYC is successful. That gives Intel plenty of time to adjust its product stack to counter the threat, but Intel's full-court marketing press highlights an urgency to counter AMD. That's because Intel's data center products are the figurehead of its high-margin ambitions, and none of its large customers, such as the Super Seven+1, pay anything remotely near MSRP.
EPYC CPUs are a threat to Intel's margins because they give Xeon customers another option. Consequently, Intel might have to get more price-competitive in key portions of its product stack, especially with high-volume customers. That means EPYC could affect Intel's bottom line, even if it doesn't gain significant market share.
Intel says it will share more test results with down-bin EPYC processors in the future, so the assault on EPYC will continue. It's certainly a strange time in the industry. AMD is supplying Intel with a custom GPU, but just months ago Intel insisted AMD was an inconsistent supplier. While the two companies may be participating in that venture, it's apparent the fight for the data center will be pitched.
AMD's EPYC is clearly setting off alarm bells, and it will be interesting to see if Intel takes the fight to the ARM-based competitors, like Qualcomm's Centriq, in the future.