> Ask the ARM server vendors that routinely canceled their projects. Pre-Graviton/M1, you could argue there was a chicken and egg problem on the datacentre and

> Ask the ARM server vendors that routinely canceled their projects. Pre-Graviton/M1, you could argue there was a chicken and egg problem on the datacentre and higher-end compute side of ARM wherein smaller vendors couldn't achieve the volume, and so couldn't achieve the economies of scale to price an ARM chip competitively and drive revenues to reinvest, so fewer binaries were built keeping it niche, so it continued to lag in compatibility and compute and its power advantage wasn't enough by itself. Once big guns like AWS joined the fray, ARM's performance was improved as well as its natural advantage in power consumption and with big budgets they have the staying power to wait for network and ecosystem effects to win in the datacentre. Ironically, that probably creates a better space now for smaller players to tease out other customization benefits for other verticals on a stronger core datacentre presence and larger customer base. But before that happened, none of them had the resources of an Intel and AMD to compete for the datacentre by themselves, even if the x86 architecture and legacy created a ceiling everyone could see and ARM was a natural suitor.