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Proposed acquisition of ARM Limited by NVIDIA: public interest intervention

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Re: Proposed acquisition of ARM Limited by NVIDIA: public interest intervention

#43

Earlier quoted context omitted.

It's in line with recent behavior toward e.g. Huawei and 5G. What's interesting here is that Softbank is a Japanese company, but reading the government announcement you'd think it may as well be Chinese. It would be interesting to see the UK explain to Japan, somewhat of an ally, why its company is a national security threat.

But SoftBank is selling ARM to NVIDIA...

Yeah, good point. Can't trust those damn yankees.

It's probably something where the government wanted to stop this deal for a number of reasons, and "national security" was the easiest justification where they already had a legal apparatus in place for doing so.

Re: Proposed acquisition of ARM Limited by NVIDIA: public interest intervention

#44
post #11

“On national security grounds”...? Why would NVidia, a US corp, be more of a security problem than a Japanese one? If it’s just a matter of commercial overreliance on a single supplier, I find the “National security” bit to be somewhat specious.

Have you seen the foreign policies of Japan vs. the US? Japan is entirely more reliable than the US where the foreign policies can change at a whim every four years.

Re: Proposed acquisition of ARM Limited by NVIDIA: public interest intervention

#45

I've been struggling to understand why Nvidia's takeover of Arm might be a UK national security issue (the competition case is quite clear but separate). I'm guessing though that Arm collaborates with UK intelligence agencies and that that collaboration might be jeopardised with the Nvidia takeover (in a way that it was not with the Softbank takeover). Does anyone have any further insights?

You think espionnage, I think a key IP asset.

ARM is a piece of infrastructure now, and dangerous in the hands of NVidia for other reasons than spying. Mostly economical. And yes, that's also national security.

Re: Proposed acquisition of ARM Limited by NVIDIA: public interest intervention

#47
I don't know near enough about Nvidia or ARM as organizations to justify why I don't like this purchase. I just see two big names being consolidated yet again and I don't like it. Even when the buyer isn't directly competing with the organization they're acquiring, they could be.

Re: Proposed acquisition of ARM Limited by NVIDIA: public interest intervention

#48
post #27

Earlier quoted context omitted.

I think that the capability to design a modern CPU is pretty essential for future defence independence. I think that ARM represents a good chunk of the UKs claim to be able to do that. If the UK wants a share of future US programs of all sorts then it needs to be able to make these claims - or face must less generous terms.

What's the point of being able to design CPUs if we can't make them? We certainly don't have defence independence at all. I'm not sure about the second point but it seems premised on withholding IP from US which seems unlikely. Much more likely that there is intense collaboration between say GCHQ and Arm (maybe both ways -> GCHQ gets to understand modern CPU security issues from Arm and Arm benefits from GCHQ input o…

> What's the point of being able to design CPUs if we can't make them? We certainly don't have defence independence at all.

If you needed them for defence I'm sure you could set up a fab on older process nodes fairly fast. A tank consumes and generates so much power for moving that it doesn't matter if the CPUs in it will last only 2 hours in a cell phone...

Re: Proposed acquisition of ARM Limited by NVIDIA: public interest intervention

#49

> Under the powers set out in the Enterprise Act 2002, the Secretary of State for Digital, Culture, Media and Sport is able to intervene on national security grounds. > The Competition and Markets Authority (CMA) will prepare a report on the competition and national security aspects of the proposed transaction. So it's being framed as a national security threat, interesting.

It'll be interesting to see how they can justify Nvidia's ownership of ARM a security threat, whilst ARM being owned by a Japanese investment bank being _just fine_. What's the difference?

Re: Proposed acquisition of ARM Limited by NVIDIA: public interest intervention

#50

Earlier quoted context omitted.

But SoftBank is selling ARM to NVIDIA...

Yeah, good point. Can't trust those damn yankees. It's probably something where the government wanted to stop this deal for a number of reasons, and "national security" was the easiest justification where they already had a legal apparatus in place for doing so.

> Yeah, good point. Can't trust those damn yankees.

Trump did a brilliant job :)

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