Not sure why you're placing so much weight on Epyc outperforming Graviton but discounting designs / use cases where Arm is clearly now better. Plus it's clear t

Not sure why you're placing so much weight on Epyc outperforming Graviton but discounting designs / use cases where Arm is clearly now better. Plus it's clear that we are just at the beginning of a period where some firms with very deep pockets are starting to invest seriously in Arm on the server and the desktop. If x64 ISA had major advantages over Arm then that would be significant, but I've not heard anyone make that case: instead it's a debate about how big the Arm advantage is. Can x64 remain competitive in some segments: probably and inertia will work in its favour. I do think it's inevitable that we will see a major shift to Arm though.