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> The move...could also upend the balance of power...putting Arm into competition with some of its biggest customers.

This is what I don't understand. Why is this even being considered by Arm exec team?

Arm isn't competing with its biggest customers here. This doesn't affect their relationship with e.g. AWS or Azure (Cobalt) as those folks are not selling CPU chips on the open market. Nvidia probably couldn't care less as commodity Arm IP isn't anything they make their margins on. It affects anyone selling Neoverse server chips which is ... Ampere, but Ampere is bankrolled by Oracle and Oracle could take them in-house.

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