Koduri’s startup appears to be focused on IP only, i.e. it’ll be down to another company to license the tech and make the chips themselves. That’s more cost-effective than having to purchase fabrication slots at the likes of TSMC, but as Arm will testify, processor IP licensing isn’t necessarily an easy path to big bucks.

Interesting choice of business model. They’ll still need a flagship product for their IP to have any value.