Yeah but that's ARM IP though. There's a window of opportunity with RISC V, but something tells me that the fact it's open source rubs against some people.

>Yeah but that's ARM IP though.

How does this matter? Do you think ARM won't license their IP to European chip makers?

Are ARM still Japanese? I think there’s a pretty solid trade agreement between the EU and Japan ...

Has the UK even got a trade deal with the US yet?

No it hasn't, and the type of deal it is going to get looks likely to be different under Biden than under Trump. I think your point is relevant regarding ARM-Nvidia, as semiconductor technology has tended to be the subject of trade barriers, and is seen as a strategic national asset.

Yeah that’s what I was kind of getting at ... great British success story, bought by SoftBank Japan coincidentally straight after Brexit. Would have been a good asset to have in trade negotiations. The sale to US based Nvidia 3 months ago is an interesting twist that would have gone against the EU had Trump won again.

ARM will be owned by NVIDIA soon anyway so it's all swings and roundabouts.