Good historical view:
AMD has literally never been in a stronger position to face Intel’s challenge. The company has now been profitable every year since 2018. While this might not be a record
yet, AMD was once infamous for its unreliable financial performance. Under Lisa Su’s management that’s no longer the case.
The fastest way for Intel to hand the pole position back to AMD would be to assume Alder Lake guarantees that outcome. Intel has never quite managed to dispose of its chief competitor, regardless of how strong its advantage in the moment might be. Gelsinger is likely aware of this. His message was probably more intended to inspire than to be evaluated by the press.
Pat Gelsinger is a good choice for Intel's CEO, but he probably won't be leaving AMD in the rearview mirror any time soon.
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