I think when discussing “Intel instances” over a long enough time horizon we need to not couple it with x86.
I do think x86 will be phased out as you suggest. I feel either Intels foundry division and/or chip designs for ARM and/or RISC-V will very likely get incorporated into Graviton-X (and similar) if only as a bargaining tactic between Intel vs TSMC and Intel vs Qualcomm vs ARM.
I do think x86 will be phased out as you suggest. I feel either Intels foundry division and/or chip designs for ARM and/or RISC-V will very likely get incorporated into Graviton-X (and similar) if only as a bargaining tactic between Intel vs TSMC and Intel vs Qualcomm vs ARM.