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Under Final Words section:

Previously I thought Arm’s Neoverse V2 had an advantage over Zen 4, because Arm can focus on a narrower range of power and performance targets. But after looking at Grace, I don’t think that captures the full picture. Rather, Arm faces a different set of challenges thanks to their business model. They don’t see chip designs through to completion like AMD and Intel. Those x86 vendors can design cores with a comparatively narrow set of platform characteristics in mind. Arm has to attract as many implementers as possible to get licensing revenue. Their engineers will have a harder time anticipating what the final platform looks like.

Just sharing my thoughts.

From a pure product marketing perspective, using just the x86 vendors wouldn't allow me to rebrand my products to a much higher-price point tier.

The pros of taking ARM's IP is that from their end customers perspective they can "rebrand" it as their own custom design as a selling point or sort of.

Big buzz statements like:

"Revolutionary CPU Core Design" || "industry leading power consumption"

That only works to the "untrained investors", because going deeper down you would most likely uncover that ARM CSS Gensis fingerprints all over it.

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