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Certainly for Intel I think that it's unlikely that they will switch and maintain anything like their market position in CPUs. - There is too much attachment t
by klelatti 5y ago
Certainly for Intel I think that it's unlikely that they will switch and maintain anything like their market position in CPUs.
- There is too much attachment to x86 and too much pain associated with historical attempts to move to other architectures - obviously Itanium being the most recent.
- Moving from x86 means losing the architecture duopoly.
- By the time x86 is clearly failing in the market competitors will have gained a major foothold in the market.
- The lead in time to switch is too long to reverse the pattern of decline.
I strongly suspect that it's already too late given the pattern we're seeing with M1 and AWS and Graviton.