Update:

>> You were probably not expecting this :-D

> Absolutely. This comes most unexpected. I'd have never thought someone
> would supersede nVidia regarding ARM64/ARMv8

Cavium trailing behind Applied Micro:

http://www.cavium.com/newsevents_Cavium_Licenses_ARM_Architecture.html
http://www.cavium.com/newsevents_Cavium_Unveils_Project_Thunder.html
http://www.cavium.com/processor_Project_Thunder.html
http://www.arm.com/about/newsroom/arm-and-cavium-extend-relationship-with-armv8-architecture-license.php
http://blogs.arm.com/smart-connected-devices/773-arm-in-servers-cavium-welcome-to-the-party/

...and nVidia seems to be slacking.