Things aren't going well. New fab shrinks and CPUs are years late. Apple ditched Intel chips for desktop/laptops. Various large clouds (like Amazon) are push

Things aren't going well. New fab shrinks and CPUs are years late. Apple ditched Intel chips for desktop/laptops. Various large clouds (like Amazon) are pushing ARM based systems. Even Microsoft is starting to push arm. Promised fab shrinks and CPUs are years behind schedule. The sapphire rapids Xeon chip is in it's 12th revision and despite being 1.5 years late looks to be another 6-7 months out. It was originally going to compete with Zen3 Epyc chips and now looks like the Zen 4 Epycs will have a good head start. Apparently the GPU effort is also years behind, failing to meet numerous previous timelines, and still has an uncertain future. Optane never quite delivered and has been killed off. So major setbacks in servers, fabs, desktop chips, storage and GPUs. The semiconductor shortage has helped intel, better to buy an Intel server than wait a year for an AMD ... but that only works until AMD can meet demand. Can Intel turn it around, sure. Will that happen? Seems far from sure. Today's situation has been years in the making and it's far from clear if the fixes have been made.