A classic case of Innovator's Dilemma (Clayton M. Christensen) where ARM's low power chips are slowly attacking x86 from below. Intel/AMD tried to move upstrea

A classic case of Innovator's Dilemma (Clayton M. Christensen) where ARM's low power chips are slowly attacking x86 from below. Intel/AMD tried to move upstream (Itanium) but found there were less customers who were looking for high power silicon, instead the rest of the industry is pivoting towards power per watt. Huge disruptions for the incumbents.