What they want is high throughput per watt, just as they say, hundreds of Watts more per unit that stand up is a lot at scale. Infrastructure providers are eat

What they want is high throughput per watt, just as they say, hundreds of Watts more per unit that stand up is a lot at scale. Infrastructure providers are eating up business purchases, and they do care about what used to be a blip in accounting with the electricity and estate bill, now becoming a significant part of their costs which must be optimised to compete with margin. Energy efficiency is more and more important, Intel got Apple's love with their core architecture, killing Ibm/Motorola in the mobile space. I think the same fate will happen to Intel in the server space if they don't deliver an energy efficient architecture. With the headways the apple silicon has made recently, it seems improbable that Intel will catch up.