Just when Ampere are exploring a sell. So realistically no one is actually competing in the ARM server CPU market other than HyperScaler making their own chip. Nvidia for whatever reason doesn't seem to want to enter the General Server CPU market either.
So this is pretty much ARM doing it themselves.
With the likes of Qualcomm already having issues with ARM, I suspect that the transition to RISC-V is only going to accelerate. I wouldn't be surprised if Amazon decides to build their own CPUs using RISC-V. Apple are another possibility.
> The move...could also upend the balance of power...putting Arm into competition with some of its biggest customers.<p>This is what I don't understand. Why is this even being considered by Arm exec team?