[klelatti]

But up until recently Intel have had a manufacturing process advantage that has made it difficult / impossible for the likes of Google to source competitive high performance cores. That advantage has slipped away.

EPYC is an innovative product and comparing it with Graviton clearly shows that AMD has done a great job and that Graviton is not quite fully competitive yet (but not to the extent that those benchmarks seem to indicate, as others have commented).

I think its possible to overstate the energy efficiency gains from using ARM but all the indications are that ARM cores with fully competitive performance will emerge and that they will have some efficiency advantage - after all why would AWS be investing in ARM if not?