At some point one wonders if Intel will just cede the desktop and enthusiast markets to AMD and/or Apple and just focus on server and high-end computing? As an IBMer this feels familiar for some reason...
Amazon already has their own Graviton ARM chips - And that's EC2, cloud native workflows might have already migrated.
Even with high end servers Intel seems to be losing to AMD Epyc.
I'd sooner expect Intel to start making their own ARM chips to compete with Apple.
But I'd take a closer look at those numbers: in 5 months intel has lost 2.5 points that AMD has gained. Doing some stupid, atrocious math of just taking the average point gain over those 5 months (and not accounting for the fact that my pc enthusiast friends are stating that their next machine will be AMD), that puts November of 2023 that they are 50% market share. That gives Intel very little time to pivot.