Intel Corp (INTC)

[Unkwn]

AMD Zen based chips for Chinese supercomputers are going to be available soon. Those are using Zen cores as a license model (and AMD also being a shareholder of those companies), while AMD also gets paid royalties. This model makes a lot of sense for the Chinese, since they want to be able to control the security parts of the design (the cores itself are said to be provided only as hard macros to avoid IP theft). Could mean big business for AMD, especially in Chinese supercomputers, where Intel will have a tough time with its closed designs/silicon. Seems like a really smart move from Lisa Su to me.

RISC V is the other story, where Europe wants, certainly in the longer term, base its own supercomputers on. That is definitely going to take a long time, but I think, looking in the far future, RISC V could replace x86 and ARM as the dominating architecture/instruction sets. An open instruction set just makes a lot of sense and you can build good processors around it without a problem. The processor design itself needn't to be open source since RISC V is released under BSD license. Probably in the future, most computers and embedded systems will be based on a license free instruction set like RISC V. This would remove a major obstacle in todays computing world, where a handful of companies basically block progress by not fairly licensing their instruction sets to competing processor designers. Actually, I never understood why you could patent something like an instruction set - I mean, it's a rather trivial thing to define and more of an innovation road block than anything else..