This is truly a sea-change, and Intel is on the losing side.
https://www.forbes.com/sites/aarontilley/2017/03/10/microsoft-intel-divorce
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Microsoft is still channeling Bill Gates. It's ability to transform is unparalleled as we can see. No other company has been able to go toe to toe with amazon. Incredible leadership and a lot of money. It's why Microsoft will be very aggressive at cutting it's cloud infrastructure costs. It must to compete on price and lower cost AMD and ARM may be the way. Time will tell but will you bet against Microsoft? I won't. They will bring down the mighty intel server margins come hell or high water.
MS has a smart leader, Intel got BK, any questions?
TSMC ramping 10nm as is Samsung while Intel tick tock is still ticking on 14nm any questions who is ahead on Moore now?
Sad to see such a nice picture of brilliant iconic Andy and now see who leads that once great company