Linode and DO could always offer a physical x86 core instead of a virtual SMT core. It would cut into margins somewhat, but maybe Intel and AMD would be more willing to discount when they have to play defense. I think one problem for the x86 guys is that because the demand for chips far exceeds supply, they’re still doing “fine” or even “well” right now. So the threat from ARM may still be perceived on mostly an intellectual level instead of provoking the necessary visceral survival response.