I agree. Also, good luck to AMD and Intel both as the next few iterations of ARM stuff comes out and people start porting software over to that! It's looking like ARM will be taking quite a jump.
People have been saying this about ARM for more than half a decade. Why would people suddenly start porting stuff to ARM that they weren't before?
I only see this happening if Apple replaces the Intel chip in their Macs with a desktop variant of their mobile chips.
The new cloud based ARM cpus are new, and that's a reasonable motivator
They aren't new, and more to the point, most server software is not the stuff end users run.
One of the applications I've heard for the new ARM server CPUs is doing ARM builds. Seems convincing to me! Going forward, another catalyst will be an ARM laptop that appeals to developers, and that makes it easier for them to directly target ARM without going through a cloud service.
people are having trouble going AMD in cloud because their monitoring, while written for x86, is intel specific. All that virtualization software is going to take a few years to be rock solid on AMD.