But my point stands - 3 years ago Microsoft was talking about deploying arm64 to Azure, and those plans were cancelled with Zen 2. Given that GCP will be gone by 2023, that leaves half of the cloud titans with arm64, and the other half without. Will AMZN sell Annapurna chips to other services? My guess is they won't.

Someone has to make arm64 chips for other data centers and cloud providers, and Cavium/Marvell and Ampere have failed trying. It's a huge investment for an uncertain payoff. Annapurna had buy-in from the rest of Amazon.