I think there's also a change in the server market where there's going to be (already is?) two pillars. So cloud vendors can pressure Intel/AMD into exclusive

I think there's also a change in the server market where there's going to be (already is?) two pillars. So cloud vendors can pressure Intel/AMD into exclusive features, or turning off features they don't like, etc. Where Dell/HP/others increasingly lose that kind of leverage. Basically less of the vendor leverage bubbling down to normal end user owners of hardware.