You’re missing the point. At the enterprise end of the market, the market direction and market share is half a decade behind the tech.
Given the power efficiencies of ARM, there are huge sums of money to be saved in data centre power and cooling, AWS and Azure are looking to lean hard into their own proprietary ARM CPUs, and where Azure and Windows Server go, Windows on desktop will follow, especially once they perfect their x64 translation software.
NVIDIA are pretty much going all in on ARM and even if regulators block that acquisition the future of nvidia CPUs and SoCs is ARM, then you have Apple showing the world exactly what can be achieved with ARM and proprietary implementations of the ISA.
AMD are beating Intel from a technological standpoint on X64 and also have a robust ARM roadmap.
All of this also adds up to something else very important, the mindshare of ARM, which will reach a tipping point.
And then you have Intel, half a decade behind their X64 roadmap, lacking any really serious roadmap for ARM, completely devoid of innovation, rapidly losing their high achieving engineers to competitors and all of this means that the market right now in its current state doesn’t mean a damn thing for the health of Intel beyond this decade.
It's you that's missing the point, or rather thinking all PC markets are the same.
First, I agree those big data center want efficient chips and that's important to them, but Intel really hasn't been dominant in that market to begin with. Before it was mainframes and midranges, now I expect ARM-like processors already outnumber Intel processors in that space.
Big data centers and what they need has nothing to do with my job though. They sell services, and while I might buy those services I couldn't care less about it other than does it run what I need, and at a decent cost.
I work in a manufacturing plant, with no more than 50 PC's, and only about 25 user PC's. Efficiency means absolutely nothing to me. those 50 PC don't even rate a blip on our electricity usage. Just *spinning up*, not usng our A/C in the mill every days costs about $10,000. And we have lots of machines that use a lot more electricity than PC's!
What concerns me is -- does it run what I need, backwards compatibility is a MUST (capitals intentional). and does it run well enough to not piss off my users. That means it *has* to be either Intel or AMD, I don't really care which, but Intel definitely has the lions share of the market. People that use computers here, when buying their own home computers, buy the same type as here -- learning a new computer system isn't important to them.
This is where I'm saying intel has a huge lead, and it's all in the market numbers -- you can disagree, but you can't argue against the numbers, period.
For the future, my space changes a LOT slower because there's no ROI for it to change. Other segments don't matter to me.