Why Is Intel's Strategy Changing And What Are the Implications For the Rest of the Industry?

Part 1.  What was/were the likely catalyst(s) for Intel's recent decision to introduce new Xeon processors at the leading edge of Moore's law?  

What are the implications for the client device market?  

What are the implications for the server market?

More specifically, what are the implications for the following companies?

  1. Microsoft
  2. Dell
  3. ARM
  4. TSMC
  5. Amazon
  6. Cisco

Part 2.  Now, what is/are the likely catalyst(s) for Intel to pursue a similar value chain integration strategy to Rigetti Computing in the future?  

What would the implications be for the client device market?  

What would the implications be for the server market?

More specifically, what would the implications be for the following companies?

  1. Microsoft
  2. Dell
  3. ARM
  4. TSMC
  5. Amazon
  6. Cisco

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