What makes ARM fundamentally better than Intel? The instruction set? I just don’t see it. Intel has an incomprehensibly massive installed base of compatible software. All other things being equal, why does ARM catch up?
Right now judging from Cloudflare's benchmarks, the win will be in TDP. [1] Heat is a very nasty issue to handle in large datacenters, and can end up costing quite a bit in cooling. Intel's been making some great strides in this area, but ARM chips like Qualcomm's Cintriq are pretty tempting in this space.
