this post was submitted on 21 Aug 2024
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I do think they're on a decline, but enterprise moves SLOW and that's big money. ARM is going places, but the x86 market could almost just freeze entirely and still be worthwhile for legacy applications for a very long time.
And from what I've read, ARM has a way to go to best x86 for all-out performance, which is primary to servers. Reduced power consumption is nice, but we're already maximizing clock cycle usage (power utilization) with virtualization. If you have to install even 5% more servers to meet demand, there's no value in it.
It's not that black and white. In cloud computing ARM already beats Intel and AMD at single-core workflows and are more price competitive even with higher RAM requirements. They also beat Intel in multi-core workflows, but AMD is far ahead yet.