> In the server space however AMD will likely remain as a minor player as ARM inevitably starts to find its way in as a result of its far superior price/perform

> In the server space however AMD will likely remain as a minor player as ARM inevitably starts to find its way in as a result of its far superior price/performance ratio. Interestingly that's starting to evaporate. Epyc 7702 is only ~3 watts per core, with Zen2 cores. That's crazy high performance per watt. If ARM is still more efficient at all it's not by very much, and then it has worse per-thread performance and has to emulate legacy code. There are probably going to be places where ARM makes sense in the datacenter, but that doesn't look like an easy path to taking over entirely.