The long-term plan that Lisa Su, AMD's CEO, still insisted on overtaking Intel in the data center as promised and made the promise of designing 10nm server chips of Intel (Ice Lake) useless. . Zen 2 is here, and Ice Lake is a year away.
Intel could not keep its promise, and AMD did not. They launched Zen in 2017, improved with Zen + this year and are about to design Zen 2. According to AMD, many partners are waiting to be used in Rome and this is bad news for Intel.
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