In my experience over the last 5 years the vast majority of companies I have worked with have moved to AMD for server purchases. Intel is not competing well on the home PC or server market in recent times at least that is what I am seeing.
100%. I’m seeing all of the new capacity in public clouds shift towards AMD. It’s hard to beat faster for cheaper. ARM has an even stronger value proposition, albeit with the requirement of compatibility. The switch would happen faster if there were enough equipment to go around… we switched all of our CI fleet to the latest AMD generation C4D‘s and got 36% faster builds, but had to go back a generation because GCP kept running out of boxes for us.
There is a lot of doom and gloom regarding Intel, but there are also signs of life. Intel is starting to show off products made on 18a and is slated to ship at least one product on that process this calendar year. Meanwhile TSMC has been stuck on 3nm for quite some time and it appears that there will not be a product with TSMC 2nm this year. If both of these prove true, Intel will have roughly caught up in terms of process. There is a lot more work to be done, but do not underestimate how quickly Intel's fortune can change if they manage to start hitting their mark and TSMC falters even slightly.
my understanding is that they are still doing well in the datacentre world, unless that has changed?
its worth keeping in mind Intel is quite a big company... and naturally, the parts that are chugging along just fine are not going to be making headlines (or much noise at all really.)