I bet you also don't see the impending cloud price wars which will make the current cost structures unsustainable. And you also don't see that it is vital for c

I bet you also don't see the impending cloud price wars which will make the current cost structures unsustainable. And you also don't see that it is vital for cloud providers to avoid a single vendor situation with the most expensive line item in their capex. For the first time in a very long time, you can compile your software with "-march-native" on Skylake and then just run it (with AVX2 and FMA!) on an AMD chip without it giving you "invalid instruction". Apple is a good canary for what's to come. Their most recent stuff is overtaking Intel's Core M. It's not even a question that e.g. iPhone 8 will leave it in the dust. Servers can't be that far behind, since x86 is no longer competitive either per dollar or in performance per watt. Meanwhile there's an uptick of interest in beefy ARM cores as well, in HPC and elsewhere. For Google it would be very little effort to migrate parts of their backend to ARM: they've been requiring their software to be compileable on ARM and PPCle for years. And no one would even know what they use.