Intel is still dominant in the datacenter but not in Cloud.

The Datacenter is now very close to being the most important semiconductor market from a revenue perspective. From a dominant position a few quarters ago, Intel barely manages to grow the business while their competitors are are having a party. The problem for Intel is that the company is less dominant in the fast-growing cloud segment of the data center where Nvidia, Samsung, Micron and Hynix have won most of the additional business.

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