Actually ARM is used in servers (i.e Amazon Graviton/Neoverse) and in supercomputers due to its efficiency. Because it offers the same (or more, depending on the design) performance for less W. In supercomputers the power consumption and heat disipation & cooling are as important if not more than the hardware itself, as it's a massive cost to cool all those so a big part of the budget goes there.
Now, if you meant a server consumption > customer computer consumption then yes that's true indeed.
I agree with you, but I do think a few things are worth thinking about. ARM is not going ANYWHERE. But Intel, and Microsoft hold the keys to complicating things for ARM in the data center.
I don’t think Microsoft is going to by any means at all. In fact, I think Microsoft is showing that they don’t want to be tied to Intel for growth.
The problem that many companies are going to have is going to be in the adoption of frameworks and APIs that work just as good on ARM as they do on X86/64 and I think that is going to be a major thorn in the side of most companies for the next 10 maybe 20 years.
What I expect, is that theres going to be ARM solutions that have easy migrations due to other vendors doing the hard work and filling in the gaps. In the next 5 years I think we are going to see a lot of growth in that area. Inevitably, there are going to be very specific workloads, and even I don’t know what they are right now, but they will be tied to x86/64. We have that today.
I’ve got a small handful of customers that want to go to the Cloud, and they are ready to go as soon as support for their Intel boxes hit EOL (End of Life). They also have a line of business application, running on a mainframe, and if you talk about trying to do anything to migrate from it theres a shunning silence. Those systems, are too important, and migrating off would be too expensive. If they sneeze on the mainframe they are afraid it will stop everything from working fine, like it has for the past 10 years.
I say that with a lot of love, as those boxes are running the Power series, which obviously gave some of us old timers great times with the PowerPC. They are brilliantly elegant system, and they pay a licensing fee to enable hardware thats already in the box.
Linux is already running on ARM. Netflix is using ARM today. AWS ARM processors are 30% cheaper, with equal to or better performance compared to the Intel equivalent. For Netflix, it’s a no brainer, they are building their own stack so they can choose their own destiny.
Many small to large companies will not take that gamble. The cost to migrate is too high, and if it fails it could cost them business. What do they do instead? They pay the tax man, that is the providers of the hardware and support that cost just 10% shy of a cost to migrate. Why? Because for less than the cost to migrate, they know it will keep running. Thats the next big battle in the data center. Intel can only hope that at some point they can get rid of AMD having an x86 license so they can be the only ones manufacturing those chips in the data center again.
With that said, Intel mostly doesn’t care about AMD in the PC space. Why? AMD can’t produce enough chips in volume to supply laptops for Dell and HP to make it something that they can design around, and know they can get what they want out of.