[pclmulqdq]

Demand right now is not shifting from mobile to datacenter, demand is shifting from "normal" datacenter compute to AI datacenter compute.

I think if you had said "AMD Epyc" rather than a mobile chip, that would be a much more apt comparison. The AI chips are somewhat more power intensive per box, but fairly similar on power/area. It turns out that these silicon processes are fairly uniform in terms of the power/area that they can sustain for any kind of workload.

Mobile chips are designed for <10% utilization and "rush-to-idle" workloads, and they are not remotely comparable to datacenter silicon (of any kind).