[monocasa]

There's a rumor going around that they're heavily discounting arm64 instances in order to put negotiating pressure on the x86 manufacturers. 'Nice arch you have there, would be a shame if people stopped caring.'

I would be careful about estimating beyond how they view arm64 given that these are the highest perf/core arm64 devices they can put their hands on.

[hoffspot]

I think they are providing those discounts to promote their own silicon, the Graviton3 chip. You definitely get an execution discount in Lambda for selecting arm versus x86 on that basis.

[monocasa]

The rumor is that their own silicon isn't really that much better on perf/watt, but they're discounting it as a multi pronged effort to put pressure on the x86 vendors. If it turns out it's a lot of pressure and it kills x86, then they've commodified their complement. If it's just a threat, then they have a better seat at the negotiating table.

[Rafuino]

I wouldn't be surprised if they're pricing them below cost like they have done with Alexa products.