That's true. But there are other strong competitors if you want to ship ARM into the datacenter. And crucially they are already selling to the likes of AWS, whe

That's true. But there are other strong competitors if you want to ship ARM into the datacenter. And crucially they are already selling to the likes of AWS, where you can go right now and spin up an ARM instance using their products. It's incredibly difficult to get something like AWS to depend on a product by a startup which could go out of business tomorrow.