Owning Arm outright would also allow Nvidia much greater leeway to
innovate upon the design. We've spoken to several vendors who
described the sort of innovation that the RISC-V architecture
allows as effectively impossible with Arm; the vendors have said
"they just won't let you" make changes, like adjustments to the
instruction set. If Nvidia owns Arm, it will no longer face such
And it will be the only company in such a position with respect to ARM.
That may make it more competitive with RISC-V, but it will likely just
drive other vendors away from ARM ... and towards RISC-V.
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