AMD is Quietly Eating Intel's Lunch

AMD and Intel both reported strong data center quarters, but the narrative diverged sharply on underlying fundamentals. Intel is described as “bleeding billions” from its own factories, while AMD is linked to large, high-profile AI GPU demand signals via gigawatt-scale deals involving Anthropic and Microsoft. Net takeaway: near-term momentum in data center is offset by concerns over manufacturing economics and competitive positioning, leaving overall sentiment mixed.