ARM believes there will be range of SoC chips particularly optimized for server operations. It’s been in energy constrained systems for over 20 years. Energy constraints force people to think differently. There will be a mix of heterogeneous environments. In the enterprise they own their own software. Facebook will choose servers from AMD, ARM, Intel or anyone.
There is profit down the non X86 path – enterprises will buy from you. Oracle will introduce Server C2 JIT on ARM and will release two new processor designs later this year. Software building blocks will take some time for ARM. There’s a performed optmised Java for ARM.
Software will need to be optimized but some of the server building blocks are already there. Ubuntu has announced its Linux distribution with ARM as a first tier server archecture – it incorporates OpenStack cloud management infrastructure.