> cloud computing is often an easy sell for ARM and Amazon is likely going to be able to get the chips cheaper given that they're looking for markup on the serv

> cloud computing is often an easy sell for ARM and Amazon is likely going to be able to get the chips cheaper given that they're looking for markup on the service end while Intel needs markup on the chip. > Plus, I'd guess that AWS is probably making sweet margins off those Graviton instances. > It also gives AWS negotiating power with Intel. It's not just about pricing. Another convincing argument for the move towards ARM [1] is that the big cloud providers like AWS have much more insight into cloud workloads than Intel could ever have, with vast amounts of metrics, so custom-designing chips would be a somewhat natural path by itself. [1] I heard this first in a presentation by Brendan Gregg, but I can't find the slides at the moment.