Yes, Intel and AMD can still h-To The Moon - Tiger Brokers Online Investing Community - To The Moon

Yes, Intel and AMD can still hold desktop dominance near term, but the moat is now clearly weaker.

NVIDIA’s RTX Spark is not just a chip launch. It combines Arm CPU, Blackwell GPU, CUDA/RTX software, Windows AI agents, and OEM support from Dell, HP, Lenovo, Asus and others. That attacks the PC market through AI performance, not traditional CPU benchmarks.

But x86 still has major defences: app compatibility, enterprise fleets, gaming support, existing supply chains, and years of OEM optimisation. Most users still buy PCs for price, reliability and compatibility, not local AI agents.

My view: Intel is more exposed than AMD. AMD has stronger execution and GPU/CPU credibility. Intel’s moat depends heavily on legacy x86 share, manufacturing recovery and enterprise stickiness.

So, not an immediate x86 collapse. More likely: NVIDIA captures the premium AI PC niche first. If Windows-on-Arm compatibility improves and AI agents become genuinely useful, Intel/AMD lose pricing power over time. This is a strategic warning shot, not a knockout blow yet.

Nvidia Surrenders Computex Gains: Where's the Entry Point?

Nvidia fell 3.62% Wednesday, pressured by Broadcom's post-earnings selloff and Middle East-driven risk-off sentiment, dragging the AI chip sector into a broad pullback. TSMC's CEO reiterated AI demand shows "no signs of cooling," while BofA recalibrated its NVDA outlook — leaving the long-term compute narrative intact. Would you buy this dip, or wait for geopolitical and earnings sentiment to clear first?

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Comments

wigglyz
06-03 19:12
wigglyz
Intel’s the soft spot here. If OEMs really lean into AI PCs, AMD can defend better than Intel imo

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