While this is about the changes in the microprocessor market and the impact of tariffs, I’ve also been extremely disappointed in Microsoft’s AI rollout.
Right now, I’m working in Microsoft Word on one of HP’s latest laptops, and it asked if I wanted AI to help write this month’s column. I gave initial direction on what I wanted to cover and how I wanted to cover it.
Although I’ve edited this a bit, and my editor will make more edits before publication, the result is largely what Microsoft’s AI suggested I write. I treated the AI like I would an employee, making suggestions about the content. I’m pleased with the result.
So, this week, I’ll cover the microprocessor companies (at least the ones I know best) and close with my Product of the Week, Microsoft’s AI. I’m pretty pleased with this implementation, and kudos to whoever came up with this method of getting people like me to use the tool.
Let’s get to it.
Microprocessor Market Update
The microprocessor market has witnessed significant transformations over the past few years, driven by technological advancements and shifts in the global economy.
As the demand for high-performance computing systems continues to soar, major players like AMD, Intel, Qualcomm, and Nvidia have competed fiercely to capture market share and deliver innovative solutions.
However, one of the pressing challenges facing this industry is the impact of tariffs on parts imported from other countries. These tariffs can lead to higher costs for PC OEMs, making the final products unaffordable for consumers.
In this column, I’ll explore the current state of the microprocessor market, examine the effects of tariffs, and delve into the strategies and positions of key industry players.
AMD: Taking Names and Kicking Butt
AMD has experienced a remarkable ascent in the microprocessor market that could be attributed to its innovative architecture and competitive pricing.
The introduction of the Zen microarchitecture and subsequent Ryzen processors has propelled AMD to the forefront of the industry. These processors offer exceptional performance, power efficiency, and multi-threading capabilities, making them a preferred choice for both gamers and professionals.
Additionally, AMD’s strategic partnerships and acquisitions, such as the purchase of Xilinx, have further solidified its position. Let’s just say AMD’s rise has been as smooth as a jazz saxophonist on a Sunday morning.
Intel: New CEO Puts It Back on Track
Despite stiff competition from AMD, Intel has managed to hold its ground through continuous innovation and a loyal customer base. Intel’s advancements in processor technology, including the development of 10nm and 7nm nodes, have enabled the company to deliver high-performance CPUs with improved efficiency.
Moreover, Intel maintains dominance in the server and enterprise markets as its Xeon processors continue to power data centers globally — although AMD is making impressive inroads. However, Intel faces challenges in the consumer market, where AMD’s Ryzen processors have gained substantial traction. Think of Intel as the tortoise in the old fable: while it has clearly had issues, it is again steady and sure, but AMD is snapping at its heels like the cheeky hare.
As I was finishing this column, Intel announced it had selected a new CEO, Lip-Bu Tan, who had previously served as an Intel board member. I expect this was because he had backed a plan that Pat Gelsinger was against, and the board felt he was the best person to execute the plan he believed in. This move will significantly help Intel set and execute a strategy, leaving Intel in much better shape this week.