But the datacenter is hugely vulnerable. AMD is cheaper and Amazons ARM may be cheaper as well and more importantly validates that cheaper matters. To end cust

But the datacenter is hugely vulnerable. AMD is cheaper and Amazons ARM may be cheaper as well and more importantly validates that cheaper matters. To end customers these offerings are a click away. And while the volumes will take time due to inertia and verification work the pricing happens at the margin. And it seems that margins of processors are already being impacted. Investors are understandably worried as there is nothing on the roadmap stopping further erosion in the one market making the bulk of profits,