Intel sees the writing on the wall.
Lenovo buys IBM's server biz for 2.3 Billion
The market for lower end server CPU is rapidly dwindling. Virtualization has won. You're only going to make money selling the big iron stuff if you're Intel. Expect the scale of low to mid level chips to be reduced in the next few years.
Even Mobile CPU will face a challenge. Tablets make for an already nice compromise. How much R&D is Intel going to put in their mobile...