I think ARM and AMD both are starting to cut deep into Intel's market share. I do think Ampere is a bit higher priced than I'd be comfortable with if I were setting up servers. The AMD 128-core Zen 4c server chip is very impressive in terms of per-core power use and on par on power usage with ARM even.

Incredible amount of computing capacity per u in the racks at this point on both fronts. Intel is betting on custom accelerators, but I don't know how well that fits on a rental (cloud) model unless you get a full server/cpu.