This seems bad, doesn’t it? I already know that there has been friction between arm and their customers over higher licensing fees since the IPO just trying to put this in context.
Not sure how to feel about this. Does this mean ARM is slowly moving from just licensing IP to actually competing with companies building on top of it?
I think the only ARM licensee going for the hyperscaler CPU market is Ampere. Amazon and Microsoft make CPUs for themselves and Nvidia’s are aimed exclusively at AI workloads driving their GPUs.