The rumor is that their own silicon isn't really that much better on perf/watt, but they're discounting it as a multi pronged effort to put pressure on the x86

The rumor is that their own silicon isn't really that much better on perf/watt, but they're discounting it as a multi pronged effort to put pressure on the x86 vendors. If it turns out it's a lot of pressure and it kills x86, then they've commodified their complement. If it's just a threat, then they have a better seat at the negotiating table.