> So in a world where processor design becomes a commodity, what does that mean for Intel and AMD? And what does that mean for the overall datacenter, consumer

> So in a world where processor design becomes a commodity, what does that mean for Intel and AMD? And what does that mean for the overall datacenter, consumer markets? Processor design is already a commodity, and has been for many years. Any company with the cash can buy a license to the ARM64 instruction set and the reference core design, and have someone like TSMC or Samsung manufacture it. These designs haven't taken over desktop market from x86 yet because those designs simply weren't performance-competitive with what AMD and Intel are pumping out, and it's not clear that that'll change anytime in the foreseeable future. Apple knocked it out of the park with the M1, but they've been kicking ass for years, including their competition in the ARM processor space. Just because Apple's processors happened to use an ARM instruction set, doesn't imply that an ARM revolution is upon us.