> It's getting close, that's for sure - and there may well be some niche where it already makes sense, but I wouldn't know which one.
Proprietary blobs such as Intel's ME that cannot be removed from Intel Xeon systems pose a security risk. If the ARM systems are found to lack them and they achieve the status of being good enough, security minded individuals and organizations will buy them because of that.
As long as that happens, Cavium will be able to use the revenues to develop the next generation of chips to better compete on traditional metrics like Intel was able to do against the RISC vendors of the past. As a security minded individual myself, I am well aware of that and I look forward to supporting such developments by purchasing such hardware for applications where it can be used.
There are others thinking this too. Some of them are watching the Talos workstation motherboard come to market with that in mind. The people behind it are even talking about IBM's executives being willing to make the POWER9 processor's microcode open source if the POWER8 model succeeds.
https://www.raptorengineering.com/TALOS/prerelease.php