[megameter]

As long as Intel is taking huge risks, they can also look for a blue ocean market. The common factor among all of these customers is that they are centralizing and privatizing their compute - therefore, rather than playing sycophant to the current market leaders, disrupt them. Go out swinging.

Intel has a long history of selling complete platforms, and they had a major role in disrupting computing in the microcomputer era; unlikely as it may seem right now, they have the power to turn the cloud story upside down and support repairability, client compute and decentralized systems through a radical new platform, with their new process nodes used as a hook. They may need to go lobby their case with governments to get some rule-making in place that drives a wedge in the existing monopolies, but they have the pockets to make a run at that, too, and it's a slam-dunk PR win to be seen protecting end users. Their endgame would be to once again sit at the top of the market, holding most of the customers, but it would be a very different market, and reflective of the kinds of broad transformations that are now happening to industry and supply chains across the global economy.

[pm90]

It seems like they would have to do a lot of things just right to succeed in that very specific scenario. In other words, highly unlikely that it will work.

Intel is unfortunately another IBM/HP at this point. They will likely continue to exist in some form but their glory days are behind them.