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AMD vs Intel: Who Wins the 2026 CPU Battle?
The 2026 CPU shortage is making headlines — but the real story isn't a supply crisis. It's Intel losing its data center CPU dominance at exactly the wrong moment, and AMD stepping in to fill the gap.
In this episode we break down:
Why the CPU bottleneck is an Intel market share problem, not a shortage
AMD's EPYC Turin and Venice CPUs and why they're positioned to win
Intel's Apollo equity buyback and what it signals about their manufacturing strategy
ARM's pivot from IP licensing to chipmaking — and why we're still watching from the sidelines
Who is best positioned financially to meet the…
The skinny
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