So Intel... Lost their lead in consumer desktop CPUs and said ‘oh we have mobile and server’ But now AMD prove that Intel’s lead in mobile has been squandered. And then the largest buyers of server grade stuff are cloud vendors who are waiting for ARM to come of age.
I don't really think cloud vendors are holding their breath to switch to ARM, they are all heavily invested in X86. All their code has been built on it for forever, and there's a big advantage to having your dev machines running the same architecture as your cloud production machines. I think desktop ARM adoption would have to happen before the server market moves to the same.
Is that really so? Are remote development and emulation not sufficiently advanced yet?
Super hot paths might be x86 optimized, but how much does that really matter? I'd think at the scales of the big providers nothing matters more than performance/power use and performance/price.