They'll definitely have information that traditional CPU designers won't. Check out this talk from Brendan Gregg (he's probably lurking), where he specifically

They'll definitely have information that traditional CPU designers won't. Check out this talk from Brendan Gregg (he's probably lurking), where he specifically calls this out: https://www.brendangregg.com/blog/2021-07-05/computing-performance-on-the-horizon.html https://www.brendangregg.com/blog/2021-07-05/computing-perfo... See slide 26 (and the rest ofc :)).