I feel like this article is harping on Intel's delays from the time period when the Ponte Vecchio was a serious chip consideration for data.
Intel's current CPUs have approximately the same performance and power efficiency as AMD chips, while the latter have 40% more transistor density.
What does that tell you (any reader) about what the performance and power efficiency of similar designs, when they are on par, with regards to fab scale, and have new technology to boot (backside power delivery)?
What does that tell you about where data center markets will go, once Intel's fab process is on par with TSMC, which is due to happen within the year?
This article effectively amounts to trolling the past, and misleads people without the knowledge to see around the next corner. It's correct that the data center market is titanic, but it gets it really backwards, by looking backwards, when all the info to see around the next corner is already public.