The hyperscale/cloud datacenter market is single-digit millions of CPUs shipped per year. So if the whole cloud went to Arm tomorrow it would be less than 1% of total Arm chip shipments.
My point is that unless there's a way to extract higher $ per chip in the datacenter then actually it doesn't make a difference for Arm.
Edit: By datacenter market I'm really referring to AWS/GCP/Azure... the rest of the market ain't going en-masse to Arm anytime soon.
I don't know what's in those licenses. Feel free to enlighten me :)
But it also wouldn't make business sense for Amazon to hang their hat on ARM without assurances or contractual guarantees that they can keep selling ARM chips for a reasonable price into the future. Where I define "reasonable" as Arm taking a much, much smaller cut of the final price than what Intel can do.
The hyperscale/cloud datacenter market is single-digit millions of CPUs shipped per year. So if the whole cloud went to Arm tomorrow it would be less than 1% of total Arm chip shipments.
My point is that unless there's a way to extract higher $ per chip in the datacenter then actually it doesn't make a difference for Arm.
Edit: By datacenter market I'm really referring to AWS/GCP/Azure... the rest of the market ain't going en-masse to Arm anytime soon.