It kinda makes sense though, ARM has been creeping upwards over the years and yet afaik outside of Ampere no ARM server supplier has become serious (outside of inhouse variants such as Amazon Graviton).
So combining ARM and Ampere operations doesn't hurt any current big customers in the mobile field (apart from perhaps Qualcomm but they're in lawsuit mode there anyhow).
They also make sure to make the ARM alternative available to smaller customers (As an option besides AMD and Intel servers) instead of being gobbled up by f.ex. Oracle (making the big server ARM implementations inhouse to 2 of the big platform operators).
Not to mention the silver lining, combining the ops will give it more credence in the enterprise market that seems to have damn good margins (some have attributed AMD's resurgence and Intel's troubles to Intel slipping in server sales).
Largely agree. Arm / Softbank is in a tricky place if there are no credible customers in a given market. Does it just sit on its hands or actually get out there and build some chips! It has helped fund or help some startups that were using Arm designs to get into new markets (eg Annapurna Labs) but sometimes that doesn't work out at all (Nuvia!)
And to be fair I think Rene Haas has been fairly upfront about changing their approach.
So combining ARM and Ampere operations doesn't hurt any current big customers in the mobile field (apart from perhaps Qualcomm but they're in lawsuit mode there anyhow).
They also make sure to make the ARM alternative available to smaller customers (As an option besides AMD and Intel servers) instead of being gobbled up by f.ex. Oracle (making the big server ARM implementations inhouse to 2 of the big platform operators).
Not to mention the silver lining, combining the ops will give it more credence in the enterprise market that seems to have damn good margins (some have attributed AMD's resurgence and Intel's troubles to Intel slipping in server sales).