More relevant to the article - I'm highly skeptical that our current architecture - LLMs in particular - will scale to AGI, let alone super intelligence. Humans in particular literally use orders of magnitude less energy and the smartest among us are still more capable. IMHO AGI, let alone superintelligence will require quantum computing getting somewhere, some sort of organic/biological computing or something else not invented yet.
Arm does seem like a natural fit, though. It seems everyone want to make their own chips these days.