[ganoushoreilly]

They aren't going to have their lunch eaten. Apple doesn't have nearly the volume to make a meaningful impact, neither does Microsoft. Neither of them make up a substantial segment of cpu sales.

It does put healthy pressure on them, but I think AMD is fine for the near future, they're also working on ARM chips as well.

[valuearb]

Apple now probably makes close to a half billion ARM chips a year, between iPhones, iPads, Macs, AppleTV, HomePod, and embedded controllers.

[mr_toad]

What if they start selling server chips? Slap an ‘Azure’ label on them and they’ll sell like hot-cakes.