It’s clear that the hyperscale data center customers such as Alphabet’s Google (NASDAQ:GOOG) (NASDAQ:GOOGL) and Facebook (NASDAQ:FB) are very open to alternative architectures, and welcome competition with Intel

Source: seekingalpha.com

There are really only 3 big customer to win, and price will be a big factor. I doubt ThunderX2 will move the needle much toward ARM in the cloud, but it will hurt Intel’s margins.