Comment by dagmx

The fabs need external customers not just intel to be profitable.

The custom designs for hyperscalars don’t count as external customers, they’re just part of Intels own production set.

And since nobody but AMD or VIA can make x86, it has to be ARM or other ISAs instead.

The article title is a bit clickbait since ARM is the eventuality of having external customers. The real key point is that they have made chips that aren’t their own at all.