Is this the archetypal AWS customer that drives the majority of intel’s sales to AMZN? That not only has lock-in with a closed source vendor, but that vendor is not agile enough to give ARM binaries for AWS workloads? Doubtful IMO. Maybe for EDA and CAD/CAM setups, but somehow I doubt those are enough to keep Intel as we know them afloat. Intel has huge reason to fear ARM on the server.