[1] Excepting those big enough to build their own
I don’t think Apple will do it considering how far behind they are, but I wouldn’t be surprised if they start an AWS competitor using Apple Silicon.
Cloud computing is never 100% a commodity because there’s always business logic to sell.
Sure, S3 and EC2 are by this point commodities, but cloud products like Babelfish for Aurora PostgreSQL are not.
Businesses are plenty interested in single source cloud computing, there are tons of shops that basically can’t leave AWS without a monumental effort.
It's a high margin business, the opposite of a commodity.
Throwing in to that market with an ARM processor would limit you to portable software, putting you into competition with not only Intel and AMD but also Amazon and potentially Qualcomm and others. Which could actually hurt Apple if it gives ARM competitors a wider market for their processors and therefore more resources to spend on development that carries down to PCs and mobiles.
ARM chips are also commodities nowadays. I lost count of how many companies make them. Yet Apple chose to make their own.
Charging circuitry chips are also commodities and Apple bought the division of Dialog semiconductors making such chips to have in house knowledge.
Now Apple bought the modem division of Intel so we're gonna see GSM modems from them in the future.
Not in any non-Apple device, that is. The rest of the world will be stuck with with Qualcomm, Broadcom and some crap from Mediatek.
Also, they can sell you a monthly subscription to iCloud storage instead. I'd rather be in that line of business than selling an overpriced and under-featured NAS. Anyone who cares that much is probably technically savvy enough to prefer a proper NAS anyway.
There's a reason Apple don't make Time Capsules any more. Servers are usually commodities, and Apple don't make commodities if they can reasonably avoid it (anything they make that's even close to a commodity still, at least, can be turned into a fashion accessory, like the aluminum keyboards and stuff). Commodity suppliers get put into bidding wars, and operate on razor-thin margins.
Apple have basically opened the market for ARM servers by producing a workstation to go with them. Amazon is probably feeling pretty vindicated for Gravitron right now. Everybody else will catch up with them over the next five years or so, I'm sure.