Need high per thread ipc for gpu feeding. Not something server arm chips have traditionally been good at.But that vertical integration play. What if they bought Xilinx? And then with a powerful enough ARM cpu for the servers they could be a one stop shop for everything and not need any outside vendors except for things like motherboards etc.
Intel technically does not have publicly available 100GbE NICs, yet.I'm much happier having them go to a company that does not already build nics and fabrics (Nvidia) than going to one who does (Intel). At least this is a combination that does not immediately shrink the number of competitors in the space. If they had gone to Intel it would have combined the #1 and #2 providers of high-speed (25gig+) nics. That would have been very, very bad.