[solidasparagus]

It's not really an Intel mistake, but it is an Intel problem. In ML, the ASICs are coming. NVIDIA is pretty much guaranteed to maintain a leadership position in this space because their software layers are dominant. Intel's ML leadership position is quite tenuous because the killer ML features don't work quite well enough for the premium. MKL should be a solid moat, similar to NVIDIA's CUDA and CUDNN, but if it requires serious effort to get the benefits, it becomes more palatable to spend that effort on ARM-based servers or custom hardware like Inferentia which are meaningfully cheaper. Maybe Ice Lake will fix this, but Intel is running out of time to convince people that Intel chips should remain the first choice in ML.

AMD isn't relevant in this space AFAIK.