James Blizzard, writing for Browser London:

in my view, a number of factors are converging to make change ever more likely. Namely, the huge scale of cloud computing providers, Apple’s plans to migrate their laptop products to ARM-based processors, and the opening up of the educational space to include ARM-based systems.

There are some great thoughts from James in this article. From my vantage point, ARM is well-positioned for the short/medium-term, but RISC-V might just disrupt that for the long-term. One small piece of evidence: how Apple positioned this transition to Apple Silicon instead of to ARM.