SoftBank set to sell UK’s Arm Holdings to Nvidia for $40B
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Re: SoftBank set to sell UK’s Arm Holdings to Nvidia for $40B
#2I think that concerns about this being the end of Arm are overdone - I expect that the UK government will get some assurances about maintaining the HQ in the UK etc and that Arm's business is sufficiently different to Nvidia's to make wholesale merger with Nvidia's existing operations counterproductive.
However, I can't see how they will avoid enormous conflicts of interest between Nvidia and other competing Arm customers and that this will be to the detriment of everyone who makes and uses Arm based products (except Nvidia).
Re: SoftBank set to sell UK’s Arm Holdings to Nvidia for $40B
#3I think this is a very bad and short-sided deal.
ARM is in such a great position currently. There's no reason to sell except that SoftBank is in desperate need of capital. On top of that, Nvidia is likely to be a terrible steward of the IP. Nvidia has a terrible track record of working with other companies, partners, and open source developers. ARM has become a de-facto standard in mobile space, and Nvidia will likely use that position to strong-arm competition. This will push vendors out of ARM and into some alternative ISA. While long-term this might end up being great for RISC-V, it's going to cause a huge fracture in software stacks at the exact WORST time. Finally we're starting seeing huge convergence on ARM in Mobile/Desktop/Server space. One ISA to rule them all! Nope, now Nvidia is going to destroy that progress and set everything back another 5+ years.
Please, somebody tell me I'm wrong. I really don't want to be so pessimistic about this.
Re: SoftBank set to sell UK’s Arm Holdings to Nvidia for $40B
#4Unpaywalled link https://pastebin.com/ugZpqfPE
Re: SoftBank set to sell UK’s Arm Holdings to Nvidia for $40B
#5Re: SoftBank set to sell UK’s Arm Holdings to Nvidia for $40B
#6I think this is a very bad and short-sided deal. ARM is in such a great position currently. There's no reason to sell except that SoftBank is in desperate need of capital. On top of that, Nvidia is likely to be a terrible steward of the IP. Nvidia has a terrible track record of working with other companies, partners, and open source developers. ARM has become a de-facto standard in mobile space, and Nvidia will likel…
So you think ARM should be spun-off rather than sold? It seems like Softbank is having some issues unrelated to ARM, and needs the money. I'm also not sure that Softbank ownership has contributed anything to ARM's success.
Re: SoftBank set to sell UK’s Arm Holdings to Nvidia for $40B
#7I think this is a very bad and short-sided deal. ARM is in such a great position currently. There's no reason to sell except that SoftBank is in desperate need of capital. On top of that, Nvidia is likely to be a terrible steward of the IP. Nvidia has a terrible track record of working with other companies, partners, and open source developers. ARM has become a de-facto standard in mobile space, and Nvidia will likel…
Maybe this will accelerate RISC-v, we'll see
Re: SoftBank set to sell UK’s Arm Holdings to Nvidia for $40B
#8I would have thought Apple was a better strategic fit for Arm and likely to be able to pay bigger bucks too.
Re: SoftBank set to sell UK’s Arm Holdings to Nvidia for $40B
#9Do Apple actually work with Arm currently or is all their Apple Silicon stuff completely on their own? I don’t actually understand the issue they have with Nvidia but they seem to have one.
Re: SoftBank set to sell UK’s Arm Holdings to Nvidia for $40B
#10I would have thought Apple was a better strategic fit for Arm and likely to be able to pay bigger bucks too.
I don't think Apple would be allowed to buy ARM, there would be serious competition implications.