- Intel staying low core count probably wasn't evil intent: the software wasn't there and Intel had better single thread perf than AMD. AMD was basically forced into more cores earlier because of weakness in single thread. Today, the software _is_ there (well, mostly) and we can all take advantage of more cores.
- Why did Intel fall behind? Easy: Brian Krzanich's hubris pushed the process too hard, taking many risks, and the strategy failed spectacularly.
- PCIe Gen4 does matter. M.2 NVMe has been read limited for a long time already (NAND bandwidth scales trivially). The I/O section of this article is basically nonsense.
- There's is nothing magical about x86, nor about the AMD and Intel design team. If the market is there, there will be competitive non-x86 alternatives. The data center market is pretty conservative for good reason - but ML is upending a lot of conventional wisdom so it'll be interesting to see what happens.