Their fabs are the weakest part of their business (I wonder why once AMD spun off GlobalFoundries so they could focus on the core product, they suddenly started doing well) Once they started making chips on TSMC's processes, wow, all of a sudden, theyre in the same league as Apple Silicon.
But, they still don't have many external customers for the fabs. Intels fab revenu is something like a tenth of TSMC's. Although, it'll probably grow year by year if they continue to match the capabilities of TSMC's chip processes.
But Intel chips use more electricity to do so. At data center scale that is not something shrugged off like homelab nerds shrug off the extra $50/month or whatever on their power bill.
Sure it is. At datacenter scale, there are precisely zero HPC vendors that have invested in Apple Silicon as an alternative to Ampere or Grace CPUs. Same goes for datacenters seeking to replace their Intel CPUs. Chips like the M-series are explicitly nonviable for Xeon-scale use cases.