I would guess price/performance matters more than peak performance for a lot of use cases. With prior Graviton releases, AWS has made it so they are better price/performance. Keep in mind that a vCPU on Graviton is a full core rather than SMT/Hyperthread (half a core).
Irrelevant.
The vast majority of applications running in the cloud are business applications that struggle to saturate the CPU and waste most of the CPU cycles idlying by in epoll/select loops. Unless you need HPC, you do not need the fastest CPU, either.
> create further lock-in opportunities
Don't like AWS/Graviton? Take your workload to the Oracle cloud and run it on Oracle ARM.
Don't like ARM? If your app is interpreted/JIT'd (e.g. Python/NodeJs) or byte code compiled (JVM), lift and shift it to the IBM cloud and run it on a POWER cloud instance – as long as IBM offers a price-performance ratio comparable to that of AWS/Graviton or you are willing to pay for it.
Note that graviton represent a classic "disruptive technology" that is outside of the main stream market's "value network". I.e., it provides something that is valuable to marginal customers who are far from the primary revenue source of the larger market.
> but assume AWS will price their own stuff lower to win customers and create further lock-in opportunities (
Implying that by pricing Graviton lower users will be 'locked in' to AWS.
I am pretty sure Zen 3 doesn't bring 25% ST performance improvement compared to Zen 2.
[1]: https://www.anandtech.com/show/16778/amd-epyc-milan-review-p...
Various benchmarks have shown EPYC Milan performing well compared to contemporary Xeon and ARM-based processors, but the most direct comparison that I've seen was when Phoronix compared Graviton2 M6g instances to GCP's EPYC Milan-powered T2D instances.[1] The T2D instances beat the equivalent M6g instances across the board, oftentimes by substantial margins.
Of course, that's comparing against Graviton2, not Graviton3, but the performance delta is wide enough that T2D instances will still probably be faster in most cases.
[1] https://www.phoronix.com/scan.php?page=article&item=tau-vm-t...