That says more about Intel's shambolic efforts than it does about AMD's road to damascus moment.
Honestly both of them have demonstrated that they have little interest in AI. Intel gave up on Optane right as (a much-improved successor) would've helped with MoE offsetting or even as a highly durable drive for KV caching.
AMD have... turned out some decent gaming graphics cards and fine server CPUs but little else.
People are out there solding SMDs on old Nvidia mining rig GPUs to use them for inference; their hardware is not depreciating at the normal rate you'd expect from GPUs. DGX spark is finally useful now that AI can write multi-machine inference tooling optimised to it. Where's AMD in all of this? Nowhere.
Honestly both of them have demonstrated that they have little interest in AI. Intel gave up on Optane right as (a much-improved successor) would've helped with MoE offsetting or even as a highly durable drive for KV caching.
AMD have... turned out some decent gaming graphics cards and fine server CPUs but little else.
People are out there solding SMDs on old Nvidia mining rig GPUs to use them for inference; their hardware is not depreciating at the normal rate you'd expect from GPUs. DGX spark is finally useful now that AI can write multi-machine inference tooling optimised to it. Where's AMD in all of this? Nowhere.