Thanks for asking, I've been thinking about this too although from a different viewpoint: I'm in the semi hardware industry so my questions are do I invest time & resources in RISC-V? Here are my conclusions so far:
* Eco-System Value
The contributors to the most recent RISC-V workshop [0] are an impressive list, there are sure to be lessons to be learned by all involved. R&D folks have a new, rich eco-system in which to explore new micro- and macro-level architecture optimization concepts. Vendors have, potentially, a head start on feeding new commercial interest. I rate this value five out-of five stars ()
Performance Value
Related to eco-system, and perhaps why you're seeing interest among cloud service providers, is that the industry workloads are changing. Intel, Qualcomm and others are certainly focused on this too, but perhaps RISC-V can be a game changer. In the same way that Tesla up-ended the automotive market by delivering new technology directly to consumers without the typical supply chain burden, Google, Facebook, Alibaba, Amazon (ie., hyperscalers) and perhaps Tesla too can find value in new SOC architectures which they directly design. I rate this currently at two out of five, for potential (...)
* Cost Savings Value
I hear your concerns about the overhead of IP licensing, but don't blame the vendors: you folks purchasing IP ask for unlimited indemnification and ECO's -- it's crazy. And of course a CPU does not an SOC make, you'll still need plenty of additional IP (even lowly USB cores!) to develop an SOC. Plus, while I'm sure the LLVM/GDB tooling is better than it used to be, if RISC-V becomes poplar the commercial tools will follow. One star (....)
IP Terms
The whisper in the industry for years has been that 'ARM/Intel glom critical design ideas from customers which they roll into future cores to sell to competitors.' Perhaps, rather than fighting this, RISC-V can allow all of us to embrace this type of collaboration? Hard to see it now, and I don't think Son-san should write-down his ARM acquisition costs just yet, but the "CPU is just another core" could push the industry forward. Intel becomes a compute-cloud provider. Qualcomm the IOT mesh provider. NVIDIA the AI services provider. And the rest of us focus on software differentiation! Three stars (*..)
Thanks for the chance to frame my thoughts on this. I think I'm motivated to stay more involved now.
[0] https://riscv.org/2016/12/5th-risc-v-workshop-proceedings/