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AWS also used "off-the-shelf" CPUs for a long time. That's changing as well. The USPS definitely has the scale and need for customization.

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Not really, CPU is still "of-the-shelf". SoC is custom. That's just because you can't buy Neoverse and drop it into the motherboard, so making a custom SoC is the only way to obtain it.

Donut has a good video about LLV: https://www.youtube.com/watch?v=RE5FGyq12ds

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