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.
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.