The rationale put forward in this piece for Nvidia wanting to acquire Arm is essentially that AI compute will move to the 'edge' and that as Arm dominates compu

The rationale put forward in this piece for Nvidia wanting to acquire Arm is essentially that AI compute will move to the 'edge' and that as Arm dominates compute in the edge Nvidia needs to defend its position and to follow that compute. So in one sense it's defensive of Nvidia's existing position. Once again though did Nvidia need to buy Arm to do this? It could license its own IP and /or compete with SoC's of its own for this market. As in the server market the advantage of ownership (and what is worth $40bn) is the advantage it gives Nvidia in information and control of what is done with Arm IP.