https://www.cnbc.com/2024/02/07/arm-earnings-report-q3-2024-.html https://www.cnbc.com/2024/02/07/arm-earnings-report-q3-2024-... https://www.techpowerup.com/32

https://www.cnbc.com/2024/02/07/arm-earnings-report-q3-2024-.html https://www.cnbc.com/2024/02/07/arm-earnings-report-q3-2024-... https://www.techpowerup.com/322317/amd-hits-highest-ever-x86-cpu-market-share-in-q1-2024-across-desktop-and-server https://www.techpowerup.com/322317/amd-hits-highest-ever-x86... Did a pretty simple search, but these appear to be the trend being referenced. The first marks a clear downward trajectory for Intel (on x86) and upward one for AMD, the second mentions high ship numbers for ARM. I can imagine you can dice those to show that the Intel market share demand is decreasing, at least relative to total market share (which could be increasing). > I just thought that something like this could be achieved by Intel with their processors too but it doesn't look like that's the case. Nope. Intel has an large set of extensions to support with CISC (slow, more complexity) whereas RISC architecture has a small API and hence more leeway to do as they please (fast, less complexity). You could probably strip down the intel CISC architecture to something much simpler/nimbler, but you'd break a ton of existing applications. Or you could go RISC as well, and break even more things... Or like Apple you already don't care and effectively deprecate all the "old" applications (they run on a compatibility layer), and use your expertise and vertical integration to design a system from the ground up...Microsoft and Intel would both have to decide to completely abandon their existing product line and "start over", which they could do, but then they'd also have to work very, very closely with each other (no egos/bosses trying to do things "their" way) to make that work, and probably piss off every other vendor they've ever worked with at the same time.... Which is probably why Microsoft is trying so hard to "just" get ARM working, its far simpler to target a platform with a large and growing base rather than try to work efficiently with Intel...