You can of course still just export a static site and host it on a basic CDN, as you say. And you can self host Next.js in the default "dynamic" mode, you just need to be able to run an Express server, which hardly locks you into any particular vendor.
Where it gets a little more controversial is if you want to run Next.js in full fat mode, with serverless functions for render paths that can operate on a stale-while-revalidate basis. Currently it is very hard for anyone other than Vercel to properly implement that (see the opennextjs project for examples), due to undocumented "magic". But thankfully Next.js / Vercel have proposed to implement (and dogfood) adapters that allow this functionality to be implemented on different platforms with a consistent API:
https://github.com/vercel/next.js/discussions/77740
I don't think the push for RSC is at all motivated by the shady reasons you're suggesting. I think it is more about the realisation that there were many good things about the way we used to build websites before SPA frameworks began to dominate. Mostly rendering things on the server, with a little progressive enhancement on the client, is a pattern with a lot of benefits. But even with SSR, you still end up pushing a lot of logic to the client that doesn't necessarily belong there.
> The other unspoken risk is that while Apple may be vertically integrating its SOC, it still relies on a fab like TSMC. Intel's recent problem is rooted in their inability to move off legacy 14nm fabrication process. TSMC may have done great in 7nm and now to 5nm transition, but what happens if/when they stumble? Would Apple also want to acquire them or build its own fabs to mitigate this risk?
Surely this is an advantage to being fabless? If TSMC stumble, they can evaluate other options. Same for AMD, where would they be now if they were still tied to GlobalFoundries?
Here's some mad lad adding PCIe slots to a Raspberry Pi 4:
https://twitter.com/domipheus/status/1167566293861588992
It's definitely possible, just need to expost the PCIe lanes in a sensible way (this has been rare to see on ARM-based machines so far) and have PCIe device manufacturers distribute drivers for ARM macOS.
A new spec for microSD cards (microSD Express) was announced last year, which would let them use similar protocols to SSDs. I don't know if this means they'll support things like TRIM, without which their performance may initially be fast but degrade over time. Still, it would be a significant improvement.