An interesting question here is: which of the big Arm customers are going to trust NVidia? As far as I understand, Arm's license requires licensees to give Arm

An interesting question here is: which of the big Arm customers are going to trust NVidia? As far as I understand, Arm's license requires licensees to give Arm detailed and advanced information about implementations (IIRC long before they are fabbed). This would give NVidia unprecedented insight into the competition's processors long before they hit the market. Will Samsung or Apple be happy about that? Will AMD be happy about that? Given the tension between the US and China, it's almost inconceivable that the Chinese Arm customers will be happy about this. China is the world's biggest processor market, with a government mandate to reduce dependency on foreign technology! Hello RISC-V!