• Softbank that buys Ampere can signal shift from license to manufacture
• Stargate project could take advantage of Ampere’s experienced chip designers
• Openai is missing internal chip development team so it makes sense

Arms Japanese owner, Softbank, is ready to acquire Ampere – Arm’s only independent server chip supplier – for $ 6.5 billion (about $ 973.0 billion).

It is a big move, and one that could see arm change from simply licensing chip design to the manufacture of its own silicon. The move would put it in direct competition with its existing customers, but also expand the arm’s footprint in the growing and very lucrative data center space.