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The Paradox of x86
When a moat becomes a prison with huge economic and geopolitical consequences.
All three of the biggest US ‘hyperscalers’ starting with Amazon and now joined by Microsoft and most recently Google, with the launch of Axion, are now building their own Arm based server CPUs. Inviting Haas onto stage here can be compared to letting down the drawbridge over the moat and asking the mastermind behind the invading forces to come in for a polite cup of tea. After the mis-steps of Itanium and Netburst it had staged a comeback with the lower-power x86 Core architecture, vanquishing a temporarily resurgent AMD on the desktop, and continuing its trajectory towards a dominant position in servers.
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