$Intel (INTC.US)$ The biggest threat for Intel isn't coming ...
$Intel (INTC.US)$ The biggest threat for Intel isn't coming from $Advanced Micro Devices (AMD.US)$ or $NVIDIA (NVDA.US)$, but from $Armada Mercantile Ltd (ARM.CA)$. Apple has already proven how much more efficient ARM CPUs are compared to Intel's best x86s. Latest M1 Pro/Max Apple just released offer equal single-thread performance than the fastest Tiger Lake. But what's amazing is that M1 Pro does this with 5 watts, when Tiget Lake needs 25 watts (max power while running 1 threat). This is not the biggest disruptor for Intel though.
ARM in the server market is. Hyper scalers like AWS, Microsoft, Google and Alibaba are already investing in their own ARM server chips and will gradually move away from Intel's server CPUs. The reason is that ARM offers much better cost-efficiency (cost of operation) which is what matters the most for hyper-scalers. This transition will probably take 5-10 years to happen but will cause an ever-increasing pressure on Intel's gross margins and it's very very difficult to see a good outcome for Intel. The growth in the cloud market is largely driven by the hyper-scalers e.g. public cloud and this trend will continue.
Also, it's true that Intel has all but missed the AI trend.
For these reasons, I'm staying away from Intel. Intel looks more and more like IBM. It was the king of mainframes but failed the transition to cost-efficient modular rack servers. I see a similar outcome from Intel.
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Aaron_Kelly : Those apple chips are on 5n so hard to do apples to apples
on which architecture is actually better. But no doubt Arm chips will take market share but x86 I think will be fine
HGBlog Steven Swenser OP : Indeed