Amazon will dominate cloud computing with these server CPUs. Who can compete with vertical integration at the sheer scale of AWS? AWS usage patterns tell them exactly what to accelerate with silicon. A process that has been largely driven by Intel will be replaced by a process driven by the customer workloads themselves. These processors will only get better with time.
That is basically Amazon scale playbook 101 (aka flywheel), if there is an efficiency that can benefit the customer (e.g. lowering prices), they will chase it.
It doesn't matter if that means designing Graviton2 or challenging Fedex by trying to build the biggest delivery network in the USA.
