Nvidia's actions with ARM will impact two distinct parts of Nvidia's business: the Nvidia ARM based SoC / CPU business and the residual ARM IP licensing busines

Nvidia's actions with ARM will impact two distinct parts of Nvidia's business: the Nvidia ARM based SoC / CPU business and the residual ARM IP licensing business. It is perfectly possible do something that generates greater benefits for the SoC business than the cost to the licensing business. For example, denying access to the latest ARM designs to competitors would benefit the SoC / CPU business. Intel makes a lot more money as (a dominant) duopoly supplier of x86 than ARM will ever do licensing its IP. So when Hauser talks about 'destroying' ARM he really means destroying the existing business model - and that will not necessarily mean flushing money down the drain. Rather it may mean making Nvidia a very profitable dominant supplier of ARM SoCs.