Given that Intel licenses and sells a fair amount of ARM based stuff, this article seems like its reaching. Its possible I don't understand the market economics

Given that Intel licenses and sells a fair amount of ARM based stuff, this article seems like its reaching. Its possible I don't understand the market economics. I do get that there are a bunch of other companies that license ARM but it seems like Intel is the overall winner. I also don't think Intel would switch to MIPS or some other existing platform given how much they've invested in ARM.