I think specs aren’t enough, you have to have a credible supplier that will land real servers in your DCs in the volumes you need, and I’m not convinced that th

I think specs aren’t enough, you have to have a credible supplier that will land real servers in your DCs in the volumes you need, and I’m not convinced that this has materialized for ARM yet. IBM is exceptionally credible when it comes to actually putting hardware in your DCs. This is why I wasn’t very excited by Altra Max benchmarks. Eventually we will have ARM suppliers that can churn out motherboards and associated components with the kind of magnitude that can put a dent in x86 usage, but in the meantime, the only company that seems to be doing it is Amazon, who uses their own custom ARM server designs. Given enough time, suppliers for ARM servers will rise up, if the processors are competitive, but that won’t happen overnight. Certainly not just because of one new CPU.