AMD outsells Intel in the datacenter space

Damn, first Intel missed out on Mobile, then it fumbled AI, and now it's being seriously challenged on its home turf. Pat has his work cut out for him.

They didn't miss out. They owned the most desirable mobile platform in StrongARM and cast it aside. They are the footgun masters.

They killed StrongARM because they believed the x86 Atom design could compete. Turns out that it couldn't and most of the phones with it weren't that great.

Intel should be focused on an x86+RISC-V hybrid chip design where they can control an upcoming ecosystem while also offering a migration path for businesses that will pay the bills for decades to come.

I'd argue that the Atom core itself could compete - it hit pretty much the same perf/watt targets as it's performance-competitive ARM equivalents.

But having worked with Intel on some of those SoCs, it's everything else that fell down. They were late, they were the "disfavored" teams by execs, they were the engineer's last priority, they had stupid hw bugs they refused to fix and respin, they were everything you could do to set up a project to fail.

> They were late

This was the main thing, as by that point, all native code was being compiled to Arm and not x86. Using x86 meant that some apps, libraries, etc just didn't work.