I think Intel/AMD's cloud presence is definitely getting challenged by ARM and it's momentum is just increasing. A lot of cloud workloads are not CPU bound. Mor

I think Intel/AMD's cloud presence is definitely getting challenged by ARM and it's momentum is just increasing. A lot of cloud workloads are not CPU bound. More often they're IO bound. Amazon's Graviton2 and Ampere's Altra are tackling that IO bound space. They have dozens of single thread cores, lots of memory channels, and lots of PCI Express lanes (64 and 128 respectively IIRC). They're not slouches in CPU power but their IO is really impressive. Having high power and high bandwidth chips at a fraction of the power of Xeons is a win for cloud providers. They can either get higher density in the same power/cooling envelope or reduce their power/cooling requirements for the same capacity. At cloud provider scale power is a major cost driver.