It's very wordy and takes a lot of reading, but he does have a pretty solid point. 1) He is talking about enterprise computing, and makes that clear with:
"
Up until now Intel has held a dominant monopoly over Enterprise computing for many years, successfully fending off all challengers to their supremacy in the Enterprise computing space. This dominance is ending this year and the market sees it coming.
"
So integrated graphics like you mention is irrelevant.
Then at the end he lists why he thinks that with links:
Softbank bought ARM and funded NVIDIA, who announced an ARM & NVIDIA integrated enterprise computing product. IBM is supporting NVIDIA with a POWER and NVIDIA integrated enterprise computing product, and AMD is supporting NVIDIA in Ryzen by providing lots of PCIe bandwidth to the graphics card to support compute tasks.
Then at the end he lists why he thinks that with links: Softbank bought ARM and funded NVIDIA, who announced an ARM & NVIDIA integrated enterprise computing product. IBM is supporting NVIDIA with a POWER and NVIDIA integrated enterprise computing product, and AMD is supporting NVIDIA in Ryzen by providing lots of PCIe bandwidth to the graphics card to support compute tasks.