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Or they could make one themselves as well?

It is not like Google or Microsoft does not have the expertise in house for these task. The Core and Interconnect on Graviton2 are licensed from ARM based on Neoverse. It is Fabbed on TSMC 7nm.

While there are still a lot going on with customisation, I would not be surprised if ARM have have a few solution on hand already.

The cost advantage of fabbing its own CPU is so huge, it is only a matter of time Google or Microsoft make their own CPU to compete.



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