This will hopefully brings even more competition on the Server Market. And ARM finally has a variable solution on Server. As Graviton is pretty much AWS only and I doubt Amazon would sell much of it outside while Ampere has not produced a single design that is competitive.
I hope they can push their next generation Rosa CPU to 800W+. 256 Rosa Core CPU, Mellanox ConnectX Network, PCIe 7.0. Add in some decent SSD and we are good to go.