Earlier quoted context omitted.
Oh yes, I could definitely see the privacy-preserving consumer use case creating sufficient demand for efficiency that also bleeds over into the enterprise market. That's what's happened with power efficiency and ARM CPUs, after all!
Not sure what you mean: https://aws.amazon.com/ec2/graviton/ Not to speak of managed cloud services that run on ARM under-the-hood/behind the scenes. Of course ARM isn't inherently cheaper, AMD+Intel could cut prices/margins big and probably be competitive on $/perf
That's what I mean: ARM was initially attractive in the low-power/low-performance market, then it scaled up to higher and higher power cores (while still staying power efficient), which in turn attracted datacenter customers.