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Comment by lttlrck | Hacker News Reader

It’s doubtful that they would drop all their aces in response to Zen.

Actually, I'd turn this on its head and ask: Why is there this claim that they had or have any aces in the first place, Zen or no Zen?

What you and the ggp are basically saying is that Intel slowed down the improvement in their processors on purpose over the last several years. Why on earth would they do that?

Besides, all the evidence points to the contrary, what with them being unable to compete in the mobile space.

> Why is there this claim that they had or have any aces in the first place, Zen or no Zen?

I'm not a big hardware person, but from what I've heard the speed they released 6 core processors after Ryzen makes it likely they were capable of producing 6 core (consumer) designs earlier.

The original hexacore Xeon is almost eight years old (March 2010 release). Intel released a consumer hexacore in response to Ryzen. Intel's artificial market segmentation is ridiculous, but so is the typical AMD watcher's near total ignorance if what is happening in the Xeon line.

That may be overstating AMD's ignorance by quite a bit. The big marketing push with the zen launch was that Intel had a chip with a lot of cores, but it was 2x the price for with slightly worse performance.

They produce Xeon chips with dozens of cores forked off the same architecture, so that wasn't too surprising. Sticking to four cores was probably just market segmentation, like not supporting ECC memory in the consumer line, to protect Xeon sales.

I'd speculate that top management was aware of the physics limitations to their biggest market advantage, and they probably even had a timeline for when the competition is going to inevitably catch up. So they must have been spending their billions on something that's going to keep the company afloat in XXI century.

Maybe quantum computing, neuromorphic chips, GPGPU and 3D NAND are where it's at for them in the future, and traditional CPUs will be more or less commoditized.

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