Semiconductor world – CPU/GPU Wars

My reading of this is that it has more to do with

1. Intel faltering in data center when we are seeing a cloud boom.
2. QC Bought nuvia 2021 – PC market is dead – So now let us put nuvia folks in data center market.
3. Backup plan for cloud folks – As far as cloud are concerned, this is a backup if the processor market stagnates without competition like it did when intel was monopoly.

My opinion:

1. Upcoming CPUs for datacenter from AMD are going to blow away existing processors in both performance and efficiency. Genoa and Bergamo. Bergamo is a cloud optimized 128 core processor. Zen 4c cores specifically targeted for cloud. All newbies are going to realise why datacenter biz is tough. The 5nm arm chips look good against AMD Rome. But against bergamo?? What is in the pipeline for arm??
2. Data center biz is not like retail. The customers need confidence of years of supply. They look for visibility into future. You need to get customers to buy into your road-map. Sticky. That is why it has taken 3 years of consistent processor perf beat + delivery on promise + intel to screw up for AMD to reach 25% share . Also, AMD is a little lucky (or smart) that they do x86 (They did not move to their ARM K12 processors). For a lot of server customers, the software stack does not change on a move to AMD.
3. So basically QC vying for the non intel market share until PC market comes back up again? DC requires consistent delivery for years.

Edit: Not downplaying arm incursion → Only that arm will continue to chug along as long as intel does not fix its issues. If intel fixes itself, we could again see a road full of dead server CPU projects few years down the line (history will repeat). Next 3-4 quarters can decide. intel needs to get its sapphire rapids server CPU out.