I'm a Computer guy at the end of the day. I started writing assembler code many years ago, and so I'm always interested in what is happening in the CPU industry.
This year, Apple decided to quit Intel and move to its own microprocessors, the processors it has been using for the iPhone and iPad.
Many thought this was a ridiculous idea. Losing the ability of Intel x86 virtualization and competing against the most famous microprocessor company ever seems nuts.
I was wrong.
Apple knocked it out of the park with their new M1 SoC. The M1 is Apple's low-end processor, but it literally leaves Intel's high end CPUs in the dust. And I imagine that the power and capability of Apple's desktop/workstation CPUs will be even more capable.
If this is just the beginning, then we have a whole new "performance war" in the microprocessor industry. Intel and AMD will need to amp it up, because suddenly they look far behind in performance, price, and efficiency. The only thing they've got going for them is a name brand and x86 compatibility - and that isn't very much at all.
Worse for them, Apple isn't even selling this CPU on the open market. They're only in Macs. So Intel and AMD will need to compete on price and performance, but they won't actually see more sales through the competition. It's a horse race where Apple can win or lose on its own terms, but where Intel and AMD simply cannot win because it isn't a competition.