[The Exiled]

Vrlo vjerojatno bi i tu mogućnost (poput ostalih) netko iz bajnog menandžmenta odmah srezal u korijenu, jer kakve su to gluposti, pa Intel je najboljiji.

Intel is potentially facing as big of a strategic inflection point today as it was in 1984, but the major difference is that its core data center business is highly profitable and still growing due to the continued strength of cloud computing and Intel still dominates as a supplier CPUs used in cloud data centers. That sector requires very high-performance CPUs and power consumption, although a factor, is not as important as it is in a battery-powered mobile device. However, there are a growing number of fabless chip design groups, including Amazon, Google, Huawei, as well as startups such as Ampere that are working on ARM-based high-performance CPUs for data centers, and that market will get even bigger with the future growth of edge-computing in 5G networks. Since TSMC will be manufacturing these ARM server chips, and the new ARM-based chips in the Macbooks are rumored to be faster than Intel’s CPUs (and lower power), Intel’s advantage will erode even in its core data center business.