ARM allows anyone to license their cores and make their own CPUs. x86 has been limited to Intel and AMD. (before x86 took over there WAS a huge variety of CPU a

ARM allows anyone to license their cores and make their own CPUs. x86 has been limited to Intel and AMD. (before x86 took over there WAS a huge variety of CPU architectures in servers - Alpha, SPARC, HP-PA, POWER etc) Starting a CPU company and selling CPUs to customers has always been difficult since you need to compete with other CPU packagers and Intel had the largest scale so could always put you out of business if you became a threat. With the rise of big cloud server giants (AWS, Azure, Google), they can license the cores from ARM, build their own CPUs and cut out the middle-man. They are their own CPU customers so don't have to worry about building a market. It's the rise of vertical integration from tech giants.