I think this is accurate if we see a substantial uptake of cloud/remote services for what are currently the most common high demand compute consumer devices (Ga

I think this is accurate if we see a substantial uptake of cloud/remote services for what are currently the most common high demand compute consumer devices (Game consoles + PC). ARM is already proving to be a winner in the datacenter as it becomes available so it seems all but inevitable. I think the overall trend is still accurate and in either case ARM + Nvidia is (or would be) a compelling provider of hardware but the segment of the market that needs/relies on X86 architecture does seem to be shrinking.