[wayoutthere]

> When will it stop? How deep run the flaws in Intel's platform? Is AMD equally exposed?

We're seeing the tide turn from x86 to ARM pretty quick in both the datacenter and laptop markets. AMD should come through relatively unscathed as they're pretty diversified, but Intel is fucked. Graviton2 (Amazon's proprietary ARM stack) absolutely crushes x86 from a $/performance perspective, and there are plenty of other companies building 80+ core ARM chips.

Combined with the persistent rumors that Apple is shifting the Mac to ARM along with Microsoft reviving ARM Windows are a pretty strong signal as to where the laptop / desktop market is headed too. x86 (and by extension Intel's platform) is definitely headed towards a more niche role in the computing landscape.

[anthk]

ARM is a joke on raw computing. Also, RISC-V will crush down ARM on servers once it begins to grow a little.

[wayoutthere]

ARM is shit compared to x86 for single-threaded computing; you're right about that. But ARM is great at the types of hypervisor-driven cloud workloads that most applications fit into. Most cloud workloads are limited by network latency far more than single-threaded performance.

x86 will still exist for high-performance workloads, and companies will happily pay a premium where they need it like they already do with GPU instances. But I do think we'll see the vast majority of cloud usage shift to ARM over the next 5 years. RISC-V may come in and replace it some time after that, but not without major cost advantages over both ARM and x86.