What is Intel doing to deflect against AMD's efforts?

We welcome the competition, and we go back to our data-centric strategy. Its CPU, its memory, its connectivity, its software, its security, and you really have to look across that platform. I think those investments that we're making, they're paying off, and I think the investments that we're making in that software ecosystem can never be underestimated, because those are real-world workloads that matter to customers and, at the end of the day, are what really drive their business.

So we are no-blink on our data-centric strategy. We think that's ultimately what customers care about, and I think that our commitment to the channel and our commitment to our partners for the last [several] decades is why I think customers should — I hope would — continue to want and see the value of partnering with us because of that fully integrated platform strategy.

Particularly in light of the shortage, where partners may be getting asked, "should we be looking at these AMD systems?" what should they be saying to customers about why Intel and not AMD?

I go back to the benefits of Intel. I think you have to look at system-level performance, and I think you have to look at real-world workloads and benchmarks, and I think, by and large, the data supports this strategy. I encourage our customers to evaluate what's available and what makes the most sense, but I believe that our investments across the ecosystem, with software, with the memory technology, with the processors, that's the strategy to be able to handle where the markets going, where data's going, to be able to just handle the complexity of the workloads. I think our strategy is the one to bet your business on.

How are Intel's software Investments impacting channel partners? Is there training and enablement on that side, whether it be for OpenVINO, One API or other software packages?

Through the program, we announced an OpenVINO contest and training at [Intel Partner Connect], and we've seen a lot of customers rallying around that. Through our [Intel Technology Provider] training engines or [artificial intelligence] builders — and there's some of the other builder-type programs — [we are] providing more training and access to not just the CPU, but also things like what does One API mean to them? I think as the world moves towards software, becomes more software-defined, it's really forcing a lot of our traditional hardware resellers to build up that software acumen and really understand how the two come together. And again, that's where I think we're trying to make that information more available through better training engines than we've had in the past.

