Synthesized from 2 earnings calls reported between Apr 24, 2025 and May 6, 2025.
Tessara read
AMD is absorbing a $1.5B China export-control hit while hardening its second-half GPU ramp with a multi-billion-dollar Oracle cluster win and MI350 on track. Intel is resetting its AI accelerator roadmap under a new CEO while disclosing Intel 7 capacity constraints and no external tier-one foundry customer. The two companies are diverging sharply on AI data center positioning.
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