ARM has better software support for AI applications and half of their presentation was about their inference accelerators that can go in the mainframes (and POWER machines).

IBM mainframes are almost designed by their users. The previous generation skipped a lot of speed boost on the CPU side because their users didn’t want the machine to blow over their power delivery limits.

Now, with their architecture behind it, I’m sure these ARM Linux partitions will have the fastest ARM cores ever made. My experience with Linux on s390x is that it feels like a normal server that’s just ludicrously fast - almost as if it came from the future.