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I thought AMD succeeded because they managed to get Jim Keller and other great engineers? Unsure why you're placing your hope on a CEO.

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No one person deserves the credit for a processor and if Intel had delivered on their roadmap (Ice Lake in 2017 and Alder Lake in 2019) AMD would be dead today.

AMD survived bulldozer. They survived not because of the quality of their chips, but because there exists a sizable x86 market that is literally anything except Intel.

Why does that market exist?

Because, before the mobile explosion, we had the PC industry explosion which created a huge demand for X86 PCs and Macs in every home.

And even after the mobile revolution shrank the demand for X86 PCs, the cloud revolution further entrched X86 in the cloud.

I would expect a large part of it to come from personal dislike in dealing with Intel by people in the position to pick parts and make the sourcing decisions.

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