Nvidia to Acquire Arm for $40B

AFAIK the debate was mostly settled by NVIDIA submitting their own EGLStreams backend for Wayland (that promptly exposed a bunch of Wayland bugs). So difficult to work with, that NVIDIA, asking to do something different and then submitting their own code to implement it!

https://www.phoronix.com/scan.php?page=news_item&px=EGLStrea...

AFAIK it also ended up being literally a couple thousand lines of code, not some massive endeavor, so the Wayland guys don’t come off looking real great, looks like they have their own Not Invented Here syndrome and certainly a lot of generalized hostility towards NVIDIA. Like Torvalds, I'll be blunt, my experience is that a lot of people just know NVIDIA is evil because of these dozens of little scandals they’ve drummed up, and they almost all fall apart when you look into them, but people just fall back on asserting that NVIDIA must be up to something because of these 27 other things (that also fall apart when you poke them a bit). It is super trendy to hate on NVIDIA in the same way it’s super trendy to hate on Apple or Intel.

Example: everyone used to bitch and moan about G-Sync, the biggest innovation in gaming in 10 years. Oh, it's this proprietary standard, it's using a proprietary module, why are they doing this, why don't they support the Adaptive Sync standard? Well, at the time they started doing it, Adaptive Sync was a draft standard for power-saving in laptops that had languished for years, there was no impetus to push the standard through, there were no monitors that supported it, and no real push to implement monitors either. Why take 10 years to get things through a standards group when you can just take a FPGA and do it yourself? And once you've done all that engineering work, are you going to give it away for free? Back in 2016 I outright said that sooner or later NVIDIA would have to support Adaptive Sync or else lose the home theater market/etc as consoles gained support. People told me I was loony, "NVIDIA'S just not that kind of company", etc. Well, turns out they were that kind of company, weren't they? Turns out people were mostly mad that... NVIDIA didn't immediately give all their engineering work away for free.

The GPP is the only thing I’ve seen that really stank and they backed off that when they saw the reaction. Other than that they are mostly guilty of... using a software license you don’t like. It says a lot about the success of copyleft that anyone developing software with a proprietary license is automatically suspect.

The truth is that NVIDIA, while proprietary, does a huge amount of really great engineering in novel areas that HNers would really applaud if it were any other company. Going and making your own monitor from scratch with a FPGA so you can implement a game-changing technology is exactly the kind of go-getter attitude that this site is supposed to embody.

Variable refresh rate/GSync is a game changer. DLSS 2.0 is a game changer. Raytracing is a game changer. And you have NVIDIA to thank for all of those, "proprietary" and all. They would not exist today without NVIDIA, AMD or Intel would not have independently pushed to develop those, even though they do have open-source drivers. What a conundrum.

I tend to agree, but there may be another angle to this which could prove beneficial to consumers. Right now, the only ARM chips which are actually competitive with desktop chips are from Apple, and are obviously very proprietary. If this acquisition enables Nvidia to begin producing ARM chips at the same level as Apple (somehow, who's to say how, that's on them) then that would help disrupt the AMD/Intel duopoly on Windows. Its been a decade; Qualcomm has had the time to try and compete here, and has failed miserably.

I doubt Nvidia would substantially disrupt or cancel licensing to the many third-rate chip designers you listed. But, if they can leverage this acquisition to build Windows/Linux CPUs that can actually compete with AMD and Intel, that would be a win for consumers. And Nvidia has shown interest in this in the past.

Yes, its a massive disruption to the status quo. But it may be a good one for consumers.

Bundling is not necessarily problematic: it happens at your local supermarket all the time!

What would be an issue would be if Arm used their market power in CPUs to try to control the GPU market - e.g. you can't have the latest CPU unless you buy a Mali GPU with it.

Wow, didn't someone call this out recently on HN? I mean, someone mentioned that this was going to happen. (Or rather, feared that this was the direction things were going in.)

On a different topic, how would this influence Raspberry Pis going forward?

But Nvidia has an Arm architecture license already - the same as Apple - so can build Arm chips to whatever design it wants (and it does in Tegra).

This is nothing to do with extending Nvidia's ability to use Arm IP in its own products.