Back when I was working there (warning: not the statements of my employer), the sentiment I heard most often was that if AMD specialized in, say, servers, Intel

Back when I was working there (warning: not the statements of my employer), the sentiment I heard most often was that if AMD specialized in, say, servers, Intel would just sell the servers at a loss and make it up on the other 10 businesses. And so therefore AMD had to have a product to compete with every single Intel product. As a result of hearing that so often, this article surprised me greatly. It's a major shift for AMD. I wonder what has changed? Reading between the lines I think AMD may be prepared to do the same thing to Intel. Assuming that AMD can figure out how to do ARM well, perhaps it can sell all the x86 chips at a loss and make it up on ARM (since Intel only does x86). If ARM really is the future (warning: I have no idea what the hell I am talking about), perhaps AMD is thinking that the cash cow patent monopoly of x86 isn't worth fighting for anymore.