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> 2. Intel sees AArch64 as a serious competitor. AMD may be an enemy, but at least an enemy on the same architecture. Better to strengthen x86_64 than to give AArch64 too much momentum in HPC. (The #1 supercomputer in TOP500 is AArch64 [1])

Historically, this makes the most sense to me: AMD has pooped the bed before, and Intel was there to pick up the pieces and reclaim its crown. I think there's a legitimate worry that if ARM takes enough marketshare from x86/x64, that Intel will never get it back.

> 3. Write Zen kernels, make them slightly less efficient than the Intel ones. They still beat OpenBLAS et al. in benchmarks, even on Zen. But to HPC customers they can show that Intel CPUs are faster.

IMO, this is more on AMD than Intel. If Intel's kernel is faster than the open alternative, then Intel is doing AMD a favor, even if they're not doing the absolutely best job they possibly could.



> IMO, this is more on AMD than Intel. If Intel's kernel is faster than the open alternative, then Intel is doing AMD a favor, even if they're not doing the absolutely best job they possibly could.

If AMD chips are slow on the Intel-optimized kernel, then it's partly on AMD.

If Intel writes an "AMD-optimized" kernel that's worse on AMD than the "Intel-optimized" kernel, that's definitely not on AMD. And in that case it's not doing them a favor to make that kernel when they could just use the same code on everything.




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