Earlier quoted context omitted.
I have a power dependent workload that scales horizontally and is currently already dominated by the cost of system calls. This will effectively, directly cause me to buy 30% more compute on a huge infrastructure. (2,000~physical machines. Quite beefy dual socket machines with a lot of memory) I know I’m not alone. Then again. Think of microservices, Kubernetes for instance; Network requests are system calls.
Will you be buying Intel-based machines? Or will you be running a hybrid-architecture cluster now? I don’t know very much about computing on that scale, but I wonder if all the people selling off Intel stock are thinking this story through.
Not trying to kill expectations. This decision isn’t mine alone. You know the old saying “nobody got fired for buying Cisco” that applies to Intel too.