Remember Amazon brought Annapurna Labs in 2015. And only released their first Graviton instances in 2018. The lead time for a Server CPU product is at least a year even when you have blueprints. That is ignoring fab capacity booking and many other things like testing. And without scale ( AWS is bigger than GCP and Azure combined ) it is hard to gain competitive advantage ( which often delays management decision making ).
I think you should see Azure and GCP ARM offering in late 2022. Marvel's exit statement on ARM server SoC pretty much all but confirmed Google and Microsoft are working on their own ARM offering.
Azure cloud is bigger than AWS
https://cloudwars.co/microsoft/microsoft-q2-cloud-revenue-st...
In terms of physical servers. I believe Chinese cloud providers, and their monster CNDs (China has terribly slow Internet, and superlocal CDNs are the only way out there) overtook AWS quite a few years ago.
I've never seen AWS give discounts comparable to what Azure provided. Especially to larger companies they want the brand recognition from.
I think they are bound by long term supply agreements with Intel. They will just bargain for better prices with Intel.
Not an easy task it will be, given that Intel is capacity jammed.
"The second phase will see these entities develop custom integrated chips and System on a Chip (SoC) with "lower power consumption, improved performance, reduced physical size, and improved reliability for application in DoD systems."
maybe its coming?