Intel are bleeding big time.

Their DPG (data platforms group) aka the recently renamed DCG (data centre group) has begun laying off a minimum 25% of workforce, quite possibly a third. Plus potential layoffs in other groups.

At the same time they are slashing Xeon pricing by 28%+ with particular emphasis on the infamous memory ‘tax’, all of which will no doubt leave a sour taste in enterprise customers of the past few years.

Even with those cuts their AMD Epyc Rome competition remains less expensive with more memory capacity.

Intels next roadmaps look at 2021 or 2023 for anything at all new. That’s an age in computer time; and presumes no hiccups, which given past years may be more hope than reality.

Intel is going to hurt; just how much inroad AMD can make before/if Intel get their act together is the question of the next 5-years.