$Qualcomm(QCOM)$ will become more profitable. $ARM Holdings Ltd(ARM)$ will lose licensing revenue now that Qcom has transfered $NVIDIA Corp(NVDA)$ ’s architechture to its mobile platform. Makes sense that Arm is not happy.

That said, litigating against your biggest customer is never good. It also shows that Arm has little trust in their own ability to outdesign the Nuvia design. Which should be quite concerning to Arm shareholders.[Cool][Cool][Cool]

# AI Companies and Industry DIG

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