What I can say is that this level of investment is large.
Is that really so? Are remote development and emulation not sufficiently advanced yet?
Super hot paths might be x86 optimized, but how much does that really matter? I'd think at the scales of the big providers nothing matters more than performance/power use and performance/price.
Prior to that, unaligned memory accesses were perfectly usable on ARMv7 (and even v6) too, this was fixed a while ago.
Don’t underestimate what cloud vendors will do in pursuit of cost or efficiency - they are ruthless at both.
But much of the cloud is made up of services like S3, RDS, Redshift, Route 53, etc. ARM can be very competitive for many of these.
I wouldn't bet on it being so lopsided. AWS is betting stringing it's ARM processors, which appear to have a better price/performance ratio.
The new Apple machines are coming out next year, right?