You think they're betting on it to just skip ARM and for it to be the next big thing?
One thing I'm confused about: Does SiFive "own" the RISC-V IP and is just publishing it under open licences at the moment, or are they just the biggest and most promising company to work with it ATM?
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SiFive doesn't own or control the RISC-V instruction set. It owns some CPU core designs it has developed, in the same way that Apple owns the M1 chip but doesn't own the ARM ISA.
ARM and Nvidia and the others. I wouldn't get into ARM if I were Intel.