Intel is going to be fine. There’s no real alternative to Intel CPUs in cloud for most workloads, which is why they’re able to charge so much for their top SKUs

Intel is going to be fine. There’s no real alternative to Intel CPUs in cloud for most workloads, which is why they’re able to charge so much for their top SKUs, and none anywhere on the horizon. And if challengers do appear (like AMD on the desktop) they could just throw in more cores, bump frequencies, lower prices slightly and coast on their superior tech for another decade. Don’t get me wrong, I do think the current situation is pretty bad, and I do want alternatives to get more traction, but Intel would need to screw up really badly and repeatedly to be in any trouble.