You may also see additional products from nVidia in market segments they previously haven't really touched - like mobile phone processors with really beefy GPUs.
When Nvidia held various press conferences after the purchase bid announcement, there was a distinct lack of discussion about mobile phones and related SoCs; all of the focus was on AI and datacenters. Even
Nvidia's own webpage on their plan for Arm is at pains to point this out.
Of course, this isn't to say they
don't have such plans, but entering that market is not going to be easy. While revenue has risen, due to increases in prices, unit sales have hit somewhat of a plateau. Unless Nvidia brought out some kind of an uber-SoC, for a very competitive price, they'd not find many customers.
On the other hand, the AI/datacenter hardware market is still very volatile, with all of the other main vendors (Intel, AMD, Google, Amazon) going their own separate ways. It's still too young and developing too rapidly, for it to settle down into the same kind of format as other computing sectors.
As we know, Intel's making their own HPC GPUs, and Google/Amazon are increasingly using their own chips. Only AMD is actively seeking partnerships, hence why they teamed up with Nvidia for the DGX A100. The latter would love nothing better to have those systems use nothing but their own chips, and for them to be noticeably better than the competition.
Since Google/Amazon are using custom ASICs, they're always going to struggle against them, but unless Intel have something really special lined up with their HPC GPUs, Nvidia should still hold the fort, when it comes to GPU performance. But what they could really do with is a custom, highly efficient CPU (and other controllers) and that's where Arm comes in.
