Major governments are racing to build chip plants at "home" to avoid dependence on foreign governments for critical digital infrastructure, and to boost local economies.
The investment bank forecasts cloud computing overall is entering a maturation that will slow growth from that sector for companies such as Microsoft, AWS, Google, and Oracle.
Raja Koduri's slow start as Intel's graphics unit opened the door to competitors such as Nvidia to gain market share. He's now returning to his previous role as Intel chief architect.
