This is going to seriously slow adoption of ARM. Right as ARM is becoming truly competitive against x86, ARM appears to have lost their minds. By shrinking the number of implementers, ARM is going to lose serious market share, and while NVIDIA and Apple won’t immediately be affected, they’ll likely start pursuing RISC-V. I know Apple already uses RISC-V in non-consumer facing parts of their machines… but we may see yet another transition within 10 years if ARM don’t change their tune.