Intel Corp (INTC)

[Unkwn]

I think this part of the report could be essential for Rome's success:

The move to 7nm has given AMD an advantage in power consumption as well, particularly when you consider server retirements. STH reports single-threaded power consumption on a Xeon Platinum 8180 at ~430W (wall power), compared to ~340W of wall power for the AMD Epyc 7742 system. What they note, however, is that the high core count on AMD’s newest CPUs will allow them to retire between 6-8 sockets worth of 2017 Intel Xeons (60-80 cores) in order to consolidate the workloads into a single AMD Epyc system. The power savings from retiring 3-4 dual-socket servers is much larger than the ~90W difference between the two CPUs.

Customers can use less sockets or increase performance with the same amount of sockets while actually saving power and money. There isn't really much left for Intel in terms of arguments, other than some AI and AVX512 niche maybe. Intel will answer this with lower pricing, official or unofficial, but it's going to hurt their cash cow margins in the server business. Money they desperately need to finance 7nm and beyond. How are they supposed to compete with the foundries, TSMC and Samsung to name them? Those have a much larger business to pay for their investments. Intel failed as a foundry, Intel failed in mobile (and FPGA) and now they have to pay the price. Very bad situation they put themselves into.