With the acquisition of Annapurna Labs in 2015 for $ 350 million, Amazon Web Services, the juggernaut of cloud computing, could find its own way with arm-based CPUs and associated DPUs. For the foreseeable future, however, it will have to offer X86 processors, likely from both Intel and AMD, as these are the chips that most of the world’s IT stores run most of their applications on.

We talked about this, and how AWS will be able to charge a premium for this X86 computer at some point in the future, in a recent analysis of its Graviton2 instances and how they compare to its X86 instances. Other cloud providers will follow. We already know Tencent and Alibaba are excited about Arm-based servers in China, as is Microsoft, which has a massive cloud presence in North America and Europe.

There is no such explicit need to support any particular switch or routing ASIC Cloud customers as there is for CPUs. And that’s why we believe AWS …

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