It’s not quite that obvious. Server space is still huge. Growth in mobile usually corresponds to people using more servers. ARM servers are an option but I’d he

It’s not quite that obvious. Server space is still huge. Growth in mobile usually corresponds to people using more servers. ARM servers are an option but I’d hesitate to lay bets on it—they have to beat Intel on TCO and it’s just not there yet. AMD is great but doesn’t have volume like Intel does, and while the I/O is better on AMD, dealing with NUMA on AMD is a bit more of a beast. I’m not saying that Intel’s not in trouble, just that the conclusions here are far from obvious. I have some skepticism for people who say that they saw this coming. AMD laid off a lot of top engineers before its recent resurgence. Intel’s failure to ship its 7nm node in volume was a surprise to a lot of people. Everyone knew that the new process nodes were more difficult, but outside a few experts, hardly anyone was in a position to predict when the move to smaller nodes would slow down. Not that long ago, people were praising Intel for their superior SSD controllers, or talking about how they would be making 5G modems.