I was surprised by that as well, but here's the term in the AXI license: "(i) where a product created under Clause 1(i) is an integrated circuit which includes

I was surprised by that as well, but here's the term in the AXI license: "(i) where a product created under Clause 1(i) is an integrated circuit which includes a CPU then either: (a) such CPU shall only be manufactured under licence from ARM; or (b) such CPU is neither substantially compliant with nor marketed as being compliant with the ARM instruction sets licensed by ARM from time to time;" So it seems like they might be in the clear.