>" If they want a world-class CPU team for the data-center, ARM isn't that (Graviton, Apple Silicon, Fujitsu, etc. are built and designed by better teams)."

The latest Fujitsus HPC offering the A64FX is also ARM based though.[1][2] And it sounds as though this is replacing their SPARC64 in this role .

[1] https://en.wikipedia.org/wiki/Fujitsu_A64FX

[2] https://en.wikipedia.org/wiki/Fugaku_(supercomputer)