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> there's no way that AWS or Azure is going to move to Apple silicon for their infrastructure

AWS already have a series of AArch64 instance-types which they will most likely continue to improve.

I didn't say that they wouldn't go Arm, I said they wouldn't buy chips from Apple. Apple would never sell it like that.

Current Macs on AWS run via real Apple hardware, so I don't see how M1 will be different. https://aws.amazon.com/blogs/aws/new-use-mac-instances-to-bu...

Right, but they're going to remain a tiny niche. They're priced so highly that there's no risk of them cannibalizing Amazon's own AArch64 instance-types.

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