The trend ain't their friend in those markets though. Many folks running server workloads on ARM and their customer base is drastically more concentrated and powerful than it once was. Apple has shown the way forward on PC chips.

They are a dead company walking.

Very hyperbolic take. I agree there is serious competition elsewhere, but "dead company walking" is far from true.

Time will tell. It's not meant to be hyperbolic - I'm short them and lots of others are and expect it will be a disaster going forward. There are obviously people on the other side of that trade with different expectations, so we will see.

I run all my workloads in AWS on armchips. It's half the cost for just as good of an experience on my side.

Cloud providers are very careful to make sure of that - they have deliberately eschewed performance increases that are possible (and have occurred in the consumer market) in favor of keeping the “1 vcpu = 1 sandy bridge core” equivalence. The latest trend is those “dense cores” - what a shocking coincidence that it’s once again sandy bridge performance, and you just get more of them.

They don’t want to be selling faster x86 CPUs in the cloud, they want you to buy more vcpu units instead, and they want those units to be arm. And that’s how they’ve structured their offerings. It’s not the limit of what’s possible, just what is currently the most profitable approach for Amazon and google.

Looking at Statistica [0] I see Intel at 62% and AMD at 35% on desktop for 23Q2. That's a significant gap, and having more than half of the market is nothing to sneeze at, but I think they move from being dominant to just being a major player.

IF (big IF) the trend continues we might see Intel and AMD get pretty close, and a lot more comptetion on the market again (I hope)

On the server side, I don't have the number but that's probably a way harder turf to protect for Intel going forward, if they're even still ahead ?

[0] https://www.statista.com/statistics/735904/worldwide-x86-int...