The biggest thing not being talked about that hurts Intel is AWS’ pool of Intel CPUs that currently run S3, SQS, Dynamo, etc (m3s, c4s, etc) all being released to the public and offered at such a discount (especially on the spot market) that new onprem purchases (i.e. new Intel chips) are not cost effective.
Disclaimer: I used to work at Amazon but never in AWS. This is all based on public speculation.