The reason I never expected it to be sad, is that I thought if Intel was weakened it would open up for more competition instead of less. Much like when IBM lost the PC monopoly, it made room for many competitors.
So I think we are pretty much in the same corner with regard to wanting more competition. If Intel goes away, AMD will have a monopoly in the X86 market, and Arm will have a monopoly on mostly everything else except compute.
In that scenario I think AMD will lose, and we will have only Arm left as a major player for CPU/SOC, and Nvidia for AI.
The reason I never expected it to be sad, is that I thought if Intel was weakened it would open up for more competition instead of less. Much like when IBM lost the PC monopoly, it made room for many competitors.
So I think we are pretty much in the same corner with regard to wanting more competition. If Intel goes away, AMD will have a monopoly in the X86 market, and Arm will have a monopoly on mostly everything else except compute.
In that scenario I think AMD will lose, and we will have only Arm left as a major player for CPU/SOC, and Nvidia for AI.