Apple used to represent a small fraction of Intel's volume, but a large fraction of Intel's profit. Which is gone.
Cloud providers used to buy mostly Intel servers, but now have various efforts on buying or making their own CPUs. Amazon is now at the 4th gen graviton, seems nearly inevitable that other cloud providers will follow. Microsoft is well on it's way with the azure cobalt 100. Google has the Axion.
Cloud providers used to buy mostly Intel servers, but now have various efforts on buying or making their own CPUs. Amazon is now at the 4th gen graviton, seems nearly inevitable that other cloud providers will follow. Microsoft is well on it's way with the azure cobalt 100. Google has the Axion.