[gsnedders]

Most of the custom AArch64 implementations are only semi-custom; they're mostly just derivatives of the ARM designs. The AWS Graviton chips are some of the few that are just using the ARM designs.

I don't think it's the wrong option for most of these companies; the ARM designs are really designed with a bit too much of a focus on power consumption and die area for server applications. The Neoverse V1 is the first ARM design really targeted at that market, and is shipping late this year AIUI. (That said, the Neoverse N2 is shipping not much later, and is a generation newer design, so we might end up with more N2 than V1, despite the V1 being a higher end part.)