101–110 of 268 posts
Earlier quoted context omitted.
This is a bit of an aside, but it never ceases to amaze me how many would be tech hubs try variations of Silicon Valley in their (maybe informal?) branding. Silicon hills, Silicon fern.. (I knew a couple more but I’m forgetting atm). It’s not like it’s the name which made it what it is.
Silicon Beach. I live in one that claims the title. I suspect there are many.
I 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…
Why on earth would we want to converge on ARM? The first ARM architecture that was somewhat palatable was ARMv7, everything before that an unusable mess of different chips with vastly different capabilities. Their extensions are bad (read: subtly incompatible) late copies of what Intel and AMD are driving. Most of the innovation happens not at ARM, but their respective licensees. It took others inventing EFI to get s…
25% more than they paid just 2 years ago?
Softbank bought ARM in 2016 and paid $32B ($35B of 2020 USD after 4 years of inflation). And today they get $40B but partly in Nvidia stocks... Assuming that Softbank manages to sell immediately the Nvidia stock and get their $40B, it is more like 14%. In the same timeframe Nvidia stock went from $30 (Jan. 2016) to $480 (Friday) or x16. Softbank would have a way better outcome if they had invested in Nvidia 4 years a…
Earlier quoted context omitted.
Softbank has to prop up Uber and WeWork with something. I dunno, would you rather have ARM technology owned by a US company or by a front for the Saudi sovereign wealth fund?
> Softbank has to prop up Uber and WeWork with something. Softbank has a chainsaw prince as a main creditor. This is a very compelling reason to get cash in any way possible.
I 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…
It seems a little dramatic to think Nvidia would spend $40 billion just to run ARM into the ground.
I 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…
"Nvidia has been the single worst company we have ever delt with so Nvidia F_ck You!" -- Linus Torvalds [1]
I 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…
It seems a little dramatic to think Nvidia would spend $40 billion just to run ARM into the ground.
In this case the ROI does not depend on nvidia able to leverage ARM in their portfolio, even if they stopped developing ARM now , the licensing alone is worth a lot, while they hope to do more than that they don't have to.
IP can be extremely valuable in a merger like this , Google bought motorola and Microsoft bought nokia for largely IP reasons at 15B and 8 B
I 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…
>ARM is in such a great position currently. There's no reason to sell except that SoftBank is in desperate need of capital. Softbank needs cash. sells ARM. not a good reason?