> I don't think they would switch even if they could in the near future.
They've already brandished their ability to port their whole product from x86 to POWER[1], and deploy POWER at scale if they need to[2]. My personal interpretation of these announcements is they are made with the purpose of keeping their Intel sales representatives in order, but the fact that you don't also see them or anyone else brandishing their AArch64 port should tell you something.