Ah, that makes a lot of sense. Thank you kindly for your explanation.
// the litigation
Unrelatedly, Qualcomm has asked for a delay in the Arm v Qualcomm trial (currently set for Sep 2024, well after the X Elite launch).
//
Then the Judge (again, IIRC) ruled against Qualcomm re: discovery and Qualcomm won't get Ampere's ALA. Apple's ALA & Ampere's ALA were the only two requested I can see. Who else even ships Arm hardware via an ALA? Fujitsu, with the A64FX?
Arm's claim seems to be that Arm changed its business model after Qualcomm is claimed to have broken NUVIA's ALA contract. Qualcomm says "prove you changed it" with the latest ALAs. Judge decided Qualcomm had other means (e.g., financial discovery, etc.) to see Arm's changed its business model, without viewing competitors' ALAs.