I've never seen an analyst regurgitate so many powerpoint slide buzzwords than in this one. Anyone with any direct experience with Intel will recognize the hollow nature of everything he talks about.
https://www.forbes.com/sites/moorinsights/2017/11/17/intel-steps-up-to-showcase-leadership-in-autonomous-vehicles-and-the-internet-of-things/?utm_source=yahoo&utm_medium=partner&utm_campaign=yahootix&partner=yahootix&yptr=yahoo#4e838b91597c
SC'17 showed a lot of cracks in the Datacenter, and also a lot of quickly rising competition. This would explain the moves in the market today.