Comment by StopDisinfo910

It's more about losing a customer than about competition to me in the case of Nuvia. I guess technically if you squint hard enough you could say Arm and Qualcomm are competing for Qualcomm sells but that's a bit of a stretch.

The important things for Arm is not so much the few customers with competitive cores which are great marketing but the multitude of other customers who don't have the budget to design their own core. It's far from trivial as shown by the Google exemple.