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> Why would they need to worry about ARM? Because ARM is coming (has come) to the server (eg Ampere, Graviton). x86 was a moat around a server product with hig
by klelatti 6y ago
> Why would they need to worry about ARM?
Because ARM is coming (has come) to the server (eg Ampere, Graviton). x86 was a moat around a server product with high margins. Now they have lost the process lead and there is the possibility of using ARM on the server that business is very vulnerable.