The Arm customers targeting Android or Windows really aren't in a position to switch to RISC-V or openPOWER for application processors. Most of the rest of the

The Arm customers targeting Android or Windows really aren't in a position to switch to RISC-V or openPOWER for application processors. Most of the rest of the Arm customer base aren't involved in designing their own processor IP, so they wouldn't be collateral damage in Arm's revenge against Qualcomm/Nuvia. So while Arm's current strategic direction sounds extreme, I'm not sure it will really have much impact outside of their relationship with Qualcomm.