I view Intel as a company that has a huge number of missed opportunities:
1. They have excellent engineering resources - why didn't they just take their ARC cards and add more RAM to them? People are dropping $2K+ on the 5090 with 32GB and would surely pay $1200+ for an ARC with 32GB or even much more for one with 64GB or higher. Absolute performance wouldn't be the benchmark; being able to load larger models would make for excellent price/performance, for many lower-end uses.
2. We've been stuck at typical network speeds of 1GBit Ethernet for literally 20 years at this point. A first generation Opteron server like the Sun V20z (made by Newisys or Celestica, really) had dual-Gigabit interfaces; Intel should be pushing for 10Gb or higher as the bare minimum - and they make the 10Gb chips! More bandwidth capacity, even on the low end, will grow the computing market. And Intel has a big chunk of the market.
3. Intel did the same with their only offering dual-memory channel and thus much lower bandwidth of CPU RAM ; unless you are buying an expensive server, you only get 2 channels to RAM; Apple increased their RAM bandwidth significantly and as it turns out, customers liked that, and bought more Apple CPUs.
Intel has to become "hungry" once more and stop their sedate, sclerotic ways. Maybe caring about their customers would help, too.