Yeah Intel and AMD both need competition from power efficient chips that perform equally well and offer the same level of support for Windows/Linux. And as you

Yeah Intel and AMD both need competition from power efficient chips that perform equally well and offer the same level of support for Windows/Linux. And as you said, it's not going to be Apple - they have a consumer focus and culture and it's far fetched to imagine they will do all the stuff necessary for enterprise adoption of their ARM chips. In the cloud space Amazon has Graviton but there's not much hype about its performance and you run into compat issues a lot for normal cloud workloads at least in the Enterprise. Nvidia has a real shot here with ARM purchase to fill the gaps but I doubt that's something they have as a focus.