I’d say their recent releases were quite mixed.

The Battlemage GPUs have decent performance at an attractive price for many consumers. But at the same time the CPU overhead problems are a big issue at exactly that price point.

Arrow Lake had some great efficiency gains, but that was because previously it was terrible. Now it’s better, but still not even close to the likes of Apple. Great improvements on the efficiency cores and with that in some productivity tasks, but not much on the performance cores and latency seems to be a big issue. So that’s pretty mixed, especially when comparing it to AMD’s offerings.

Lunar Lake seems imo is a very interesting product, but also apparently a one off. So seems like they won’t “keep doing that”.

Sadly i’m not too knowledgeable in the probably more important data center space. Granite/Sierra Forest seem like quite decent products, so hopefully they’ll continue to keep improving there. Gaudi 3 i really don’t know much about, but i don’t think they sold much of those. And they just canceled their Falcon shores release and the next Jaguar Shores is probably in 2026, so nothing new in this year?