I sense a degree of disappointment, both in the article and in some of the comments here, that Arm hasn’t made more rapid progress in getting competitive server

I sense a degree of disappointment, both in the article and in some of the comments here, that Arm hasn’t made more rapid progress in getting competitive server CPUs to market. It’s clearly not the instruction set architecture. I wonder if the problem is that Arm’s business model makes it hard to justify the investment needed given the licensing fees they feel they can charge. My reading between the lines on Nuvia was that Arm was looking to make more on Nuvia cores and providing Nuvia with substantial help. But Qualcomm broke into the party. Happy to be told I’m wrong though.