In the past, Nvidia defended itself saying Qcomm did not get significant performance benefits from the work of doing a custom core design (less than a 15% boost they claimed). They also argued ARM is putting out so many cores and interconnects so fast these days there's no real time to market advantage doing it yourself either.
Applied Micro may find the latter point is true by the time it gets out its 64-bit server SoCs.
Replay available now: A handful of emerging network technologies are competing to be the preferred wide-area connection for the Internet of Things. All claim lower costs and power use than cellular but none have wide deployment yet. Listen in as proponents of leading contenders make their case to be the metro or national IoT network of the future. Rick Merritt, EE Times Silicon Valley Bureau Chief, moderators this discussion. Join in and ask his guests questions.