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@steve @regehr Anyway, take that with whatever amount of salt you want, but Intel and AMD both are strongly incentivized to seriously look at this.

They for sure would prefer to sell you x86s because they have decades of experience with that, but they're looking at what it costs them to do it both in capex and in how much it hurts the resulting designs.

And for the latter, the consistent answer has been "a bit, but not much".