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Amazon's Graviton Chips, Is Amazon changing the game?
Here is a link to a fascinating article published by Andreesen-Horowitz which discusses the economics of cloud computing and how "repatriation" from the cloud to the enterprise can be an economic advantage in some cases. However, the article doesn't discuss the topic of this thread, which is that there is probably a hardware gap forming which will favor big cloud companies. Enterprise IT orgs will face some very difficult implementation questions in the future as the custom hardware scenario plays out.