This feels like a take from 10 years ago, when Intel was struggling to deliver 10nm but a lot of people assumed it would all shake out in the end. I could see a defensible case for betting on x86 then, and most of the author’s bullet points seem tailored for that era.
But now? I can’t think of a single segment where x86 is doing well. Its out of mobile entirely, it’s slowly getting squeezed out of servers as e.g. Graviton takes over, it has no presence in the AI gold rush, and in consumer desktops/laptops it’s position is precarious at best.
e.g. the reason why x86 clobbered everyone else in the 1985-2005 period was that nobody else shipped enough units to keep ahead in terms of technology development. The slogan should be "Never bet against the CPU architecture that ships the most units" and today that translates to "Never bet against ARM"
But now? I can’t think of a single segment where x86 is doing well. Its out of mobile entirely, it’s slowly getting squeezed out of servers as e.g. Graviton takes over, it has no presence in the AI gold rush, and in consumer desktops/laptops it’s position is precarious at best.
I’m quite bearish on x86.