Amd dc sales are taking off and intel is still struggling.

Spr is not a competitive product for the vast majority of workloads. Its fine here because who cares about the cpu performance. Cloud probably paying premium for bergamo chips, and you dont need a powerful 128 core here.

ARM is not an inherent game changer . . . It isn’t some magic bullet, and wont be. IT will be interesting to see how it evolves. But i don’t think intel is making any strategic mistakes at this point.

Their strategic mistake is ignoring GPUs and AI. If they didn’t buy habanna labs in 2019 they would be so flat footed right now . . . Intel needs to focus on getting their fab technology up, customer engagement, core designs, interconnects, etc. They have more than enough without the distraction of ARM. If anything they should be working with AMD to refine X86 to make it leaner and slimmer with new relevant instructions (like X86s.