It's what happened. Intel was primarily a manufacturer of DRAM memory chips in the early 1980s. They pivoted hard to CPUs instead when it started looking like the IBM PC clone platform is a winner and their 386 chip could define the industry.

So what is Google pivoting from? They are laying people off from various divisions, it's not a strategic shift

Intel pivoted because they couldn't keep up with Asian RAM makers in the race to the bottom.

What do you mean?