10 years ago, phones, tablets were the big thing. But smart management realized that no one was making money without a full vertical stack. The choices were iOS

10 years ago, phones, tablets were the big thing. But smart management realized that no one was making money without a full vertical stack. The choices were iOS or Android. Besides Apple and Samsung no one was making money from phone and tablet. On the other hand - high performance computing and data center was a growing market. So smart money put the bet on high performance chips where you could have >50% margins. That's why AMD cancelled all their low power tablet chips (both X86 and ARM) and focused on Zen and the datacenter.