> was intel really "disrupted"? Yes, Intel was disrupted. It was just disrupted by ARM. Originally the chips are too slow for normal use, but find a niche in l

> was intel really "disrupted"? Yes, Intel was disrupted. It was just disrupted by ARM. Originally the chips are too slow for normal use, but find a niche in low power devices. Over time the rough edges are smoothed out, and the underdog can make inroads in the high end marked while the incumbent isn't structured to compete in the low end very well, and their attempts fail. > M1 designs aren't available as general CPUs for alternative uses other than on a mac. M1 is just the capstone of that long process. This is sort of a wrinkle, but Apple's strategy means they can build a high margin product ("We don't strive to make the most popular product, we strive to make the best.") and not have to hand them over to by suppliers. Given the high margins M1 chip command when placed in Macs, it doesn't seem likely to pressure Intel But make no mistake, Intel's margins are strongest on servers. Prices on Xeons are like 10x that for Cores. This is where the disruption is happening. Running macOS on M1 in AWS is neat but is probably for running build and test farms; Graviton is presumably the ARM chipset AWS customers might ditch Intel for. I've met teams that saved substantial money by switching, and that has to feed into demand for Xeons at some point. The typical way a firm might survive an "attack from the bottom" is to chase after the high value compute. In 2022 that's AI / Tensorflow, where Nvidia rules and frankly, Intel underperforms. Hopefully Nvidia pays Mark Harris well because they probably owe him a few billion.