The strategy they are using to establish a revenue stream that justifies this valuation is to continue to raise prices on their customers. I think this works in the near term (next 5 to 10 years), and generate a ton of money for ARM, but it will drive additional momentum to RISC-V.
The legendary Jim Keller is going all in on RISC-V, if you don't know Google him. His company has many core designs coming as well chiplets: https://tenstorrent.com/risc-v/
Because of Jim Keller and similar efforts I wouldn't be surprised for RISC-V to see both core count as well as per core performance meet ARM over the next few years. Maybe even exceed if Jim can push the chiplet approach faster than ARM can roll theirs out.
Hopefully this drives a lot of innovation and we all benefit as a result.
I think that using ARM is going to be viewed as being locked into ARM's ever increasing licensing fees, where as if you go RISC-V, you are free to switch CPU providers.
The legendary Jim Keller is going all in on RISC-V, if you don't know Google him. His company has many core designs coming as well chiplets: https://tenstorrent.com/risc-v/
Because of Jim Keller and similar efforts I wouldn't be surprised for RISC-V to see both core count as well as per core performance meet ARM over the next few years. Maybe even exceed if Jim can push the chiplet approach faster than ARM can roll theirs out.
Hopefully this drives a lot of innovation and we all benefit as a result.
I think that using ARM is going to be viewed as being locked into ARM's ever increasing licensing fees, where as if you go RISC-V, you are free to switch CPU providers.