Intel is believed to have pretty good margins on their server CPUs
> and its outside their area of expertise.
That's what people used to say about Apple doing CPUs in-house.
Folks who said CPUs weren't their core expertise (I assume back in 2010 or before, prior to A4) missed out on just how involved they've historically been, what it takes to get involved, the role of fabs and off the shelf IP to gradually build expertise, and what benefits were possible when building silicon and software toward common purpose.
The M1 Ultra is already a little light on memory for its price and processing power; it would have much too little memory for a cloud host.
Lower TDP = lower electric bills and lower airconditioning bill. Win win