Jay calls it their Zen 1 moment. No Jay you disingenuous shill, not even close. Zen 1 was a massive improvement in every way over FX.
Jay is confused, he talks about similarities between Intel's tiled design and AMD's chiplet design with Zen 1. First gen Ryzen was monolithic, though the dual-CCX arrangement did create problems with gaming obviously. Zen 2 was their chiplet based arch.
His idea, though poorly explained, does depict the stage Intel is going through right now: they are in the process of taking a performance hit to make their products scale better in the future. Arrow IV Lake is definitely not a Zen moment, because ARL is in fact still a bi-product of experimentation and Intel hubris with regards to leapfrogging the simple and arguably rudimentary chiplet design that carried AMD all these years. Intel had this mentality that they never play catch-up, they leapfrog. (and many times in recent history they leapfrogged spectacularly wrong)
If there's one product that might have been a Zen 1 moment for Intel, Lunar Lake would be it. It was designed with purpose, intent, and with a surprisingly good vision for the future. One can look at Lunar Lake's internal structure and see a blueprint for Intel's future execution in the mobile space. Unfortunately this aspect is only half of the Zen equation, the other half is sustained execution and refinement. The first product is just a solid foundation, a physical manifestation of a vision that spans many years and an acknowledgment that catching the competition (Apple) would take multiple milestones. However, it's unclear if LNL will get further iterations or at least influence future designs with it's unique uncore approach.
That being said, back to you Jay!
