The cause is the international economic downturn/ high inflation, combined with a collapse in cloud computing orders.
Around 30%-40% of PC sales were going to cloud compute. This is slowing.
Around 30%-40% of PC sales were going to cloud compute. This is slowing.
On one hand, the data center gets better utilization, maybe gets more value, and maybe turns over hardware faster. (e.g. why do I want to buy a new computer when the IGPU is just going to make it crash faster?)
On the other hand there is more competition for the data center, particularly cloud providers who could amortize rewriting simple but large scale applications like Amazon S3 for ARM or RISC-V over a large fleet of machines. If the data center is able to drive a hard bargain, it may well be that the client is still subsidizing the data center, but we just get told its the other way around so that we won't ask for me and complain about the e-waste Intel tries to pass off on us. (e.g. "try" because their sales are collapsing)
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A good example of the gaslighting is this article
https://www.tomshardware.com/news/linux-kernel-update-kills-...
which should have the headline "Intel iGPU kills laptop displays".