High end isn't needed. Simply a marginal improvement and CCP comes out ahead. In the performance per watt per cost calculation, the cost factor has no lower bound. Cost can be subsidized to near zero like many other industries under their control.

We're talking about instruction sets with ARM, correct? It's not anywhere near the level of investment as next generation litho tech for a chip foundry?

I don't underestimate the ability to innovate. Stolen tech can be improved just as well as in-house R&D'd tech.