https://www.semianalysis.com/p/the-dark-side-of-the-semicond...
I think you are overestimating the value and amount of help from ARM, especially in the more recent Graviton generations, but of course I don't know Amazon's actual chip cost profile.
https://www.semianalysis.com/p/the-dark-side-of-the-semicond...
I think you are overestimating the value and amount of help from ARM, especially in the more recent Graviton generations, but of course I don't know Amazon's actual chip cost profile.