Is Intel lost the mobile? Or a better question has arm lost mobile … the key is today the most profitable part is not arm even it has the isa.

Intel lost the hardware fight. But it lost all along as the most profitable part is software or who control the ecosystem. Microsoft and Apple. Not Intel.

It is amd cannot beat nvidia but the ecosystem of Ai (but not game) is what the lost is.

Now what ecosystem apple and Amazon lost … can it get to avoid nvidia controlling their Ai ecosystem. I doubt very much.