I think you're right. The economic incentives to differentiate their offerings are too strong to ignore. I predict it will be death by a thousand cuts, but by t

I think you're right. The economic incentives to differentiate their offerings are too strong to ignore. I predict it will be death by a thousand cuts, but by the time we're talking about AWS Graviton v7 or whatever versus the equivalent Microsoft and Google chips they will have diverged significantly. Enough that workload portability will not be trivial. Just look how hard it is to migrate a significant application from Oracle to SQL Server or Postgres. It's easy for a trivial application, but there are lots of things to trip you up if you're migrating some big hairy complicated application.