Re: AMD angle
Sadly, AMD remains largely a sideshow, almost just an alibi, in data centers where most CPUs are not sold. The only real competition for Intel remains ARM, which has taken much longer to come up with a plausible server CPU strategy than many of us hoped.
In the consumer space ARM chips have for a while provided sufficient oomph for devices but a lack of OS choice on devices with larger screens has hindered the market from development. The I-Pad Pro shows what could be possible but Google's decision to only allow ChromeOS on notebooks and can any Android for notebook development is the real blocker. Maybe they'll change their minds in Windows on ARM becomes properly usable.