I won’t bank on intel’s revenge comeback. It still depends to be seen whether it can fulfil its end of the deal with these various tie-ups. I see these as intel’s partners wanting to rely less on their current partners and hence being held hostage if their current partners ditch them rather than intel being recognised for its own strengths. It is the second best alternative and not a true rival. Rivals partner with it because cooperation is better than cut throat competition.


I think any of its current rivals like ARM and Qualcomm might partner with it to reduce the pain of rivalry and to collectively capture more market share. As the saying goes, the enemy of your enemy can be your friend because both have the same enemy. They could partner to push out one company first.


I see meta’s potential investment as potentially a political signaling but I also see it as a second tier option that meta is willing to consider either from a price point or availability.