Also they are losing share in the datacenter space as well. AWS is fabricating their own chips for gravitron instances as well as some other special types. GCP has been doing this for awhile with their ML chips, and I am sure Azure is moving in that direction too. It looks like they will take the path of IBM where they are still massive due to legacy users not moving off of them, but it will be hard to capture new market share without some massive change happening.