On the Arm in the datacenter point, Nvidia doesn't actually have to cut off IP from competitors to achieve dominance, just the ability to do so is enough. Would anyone continue to fund Ampere (the company not the graphics architecture) if they know that they are dependent on one of their biggest competitors for IP?
I'm prepared to make a prediction: In 5 years Nvidia will be the only significant Arm supplier in the datacenter and all the other entrants will have given up - and that this explains why Intel's stock has risen over the last couple of days.
I'm prepared to make a prediction: In 5 years Nvidia will be the only significant Arm supplier in the datacenter and all the other entrants will have given up - and that this explains why Intel's stock has risen over the last couple of days.