Multiply his estimate to 1000 per F500 company ... that's only half a million

Put a pair in every major geography ... that's only 5,000,000

And, for kicks and giggles, multiply by another 10 for funzies

That 50,000,000

Yes, it's "a lot" ... but it's nothing compared to commodity hardware

According to a quick web search, Google alone had in excess of 1,000,000 x86 servers about a decade ago

That's one (large) company

I've worked with myriad companies who're running 10s or 100s of 1000s of x86 servers (let alone x86 desktops/workstations/laptops) - with nary a mainframe in sight (or maybe a couple ... which is on the order of "none" next to 100s of 1000s or millions of x86 boxes)

Per Microsoft [0], there are 1.4 billion Windows 10 and 11 devices (yes, I know that's not a server count, but it speaks to the orders of magnitude difference between x86 devices and mainframes ...even with my generous estimates posted above)

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[0] https://news.microsoft.com/bythenumbers/en/windowsdevices