The main difference I'd say is that ARM holds more of a potentially captive industry that is totally intertwined with its IP. Most of the products that Samsung sell to other industries are more or less fungible with products that other third parties sell but the ARM design rights are going to be incredibly difficult to replace. Entire ecosystems of electronics and software are built on it.

There's a whole lot of inertia for Nvidia to take advantage of here while the rest of the industry figures out where it's going.