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> and embedded ML.

I believe that's where they'll hit the hardest. They can keep GPU at the same competitive state, could even make it "easier" for competitors, but if they get a bit of advantage over ML, that's where phones and everything else will be kind of forced to go Nvidia for both GPU and ML.

They don't have much competition as far as I am aware in that sphere, so they'll be able to argue that GPU were able to work with ARM without issues, even did X and Y to make it even easier for them while masking that they made it harder for everyone to compete on ML.

That's just conspiracy theory though, I still have hope they understands the value of an open environment like ARM and buying them was just a way to protect that environment.