Finally, AMD is embracing ARM. It just might be the only thing to save them, but only if they are flawless in execution, and Nvidia and others already have years of head start in working with ARM chips.
What's notable about Nvidia's Tesla offerings is that they sit as a separate 1-2U rack on top of the compute box. The space and power costs of operating Nvidia GPGPUs in a datacenter are nontrivial.
If AMD ships a solid ARM product with some good on-die GPGPU components, that might compete with Nvidia, but otherwise the two are in different spaces even within the server world.
[1] http://vr-zone.com/articles/amazon-orders-more-than-10-000-n...
Not so sure about that.