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SoftBank's Sale of Arm to Nvidia Collapses, Arm to IPO

reuters.com

51–60 of 243 posts

Re: SoftBank's Sale of Arm to Nvidia Collapses, Arm to IPO

#51
post #39

i only read stories of softbank failures.. are they ok?

From a pure business perspective, their record looks bad, and may be hard to understand. This article about Softbank may be worth reading.

https://www.bloomberg.com/news/articles/2018-10-21/explainin...

Re: SoftBank's Sale of Arm to Nvidia Collapses, Arm to IPO

#52
post #3

>ARM to IPO I'll be looking to pick up some shares as a long-term investment. I think ARM is one of the best things to happen to computing, and anything that threatens the x86 monoculture/hegemony is a good thing in my view.

> x86 monoculture/hegemony You mean the PC standard ? I love ARM and the power-efficient mobile devices it enabled in the past two decades. That being said, I am deeply concerned with the lack of coherent hardware standards in ARM devices causing fragmentation and necessitate custom kernels, ROMs, and firmware. If it weren't for PC, Linux might have died long ago.

Well, ARM has SBSA standard, and it seems to work well.

Re: SoftBank's Sale of Arm to Nvidia Collapses, Arm to IPO

#53

Hopefully it will end back on the LSE, there was much lamenting here in the UK when SoftBank acquired them. They are one of the UKs biggest tech success, one of our few “unicorns”. For them to be be back on the LSE it would be a good signal of strength in UK tech. I wouldn’t be surprised if there is some lobbying going on behind the scenes from the UK government to try and ensure it happens. Some strategic tax brakes…

The UK gov is keen for Revolut (another SoftBank investment) to IPO in London as well, but it looks like they're trying to court Americans so they can make a bigger splash there.

Re: SoftBank's Sale of Arm to Nvidia Collapses, Arm to IPO

#54

Hopefully it will end back on the LSE, there was much lamenting here in the UK when SoftBank acquired them. They are one of the UKs biggest tech success, one of our few “unicorns”. For them to be be back on the LSE it would be a good signal of strength in UK tech. I wouldn’t be surprised if there is some lobbying going on behind the scenes from the UK government to try and ensure it happens. Some strategic tax brakes…

Does it matter where it IPOs?

Re: SoftBank's Sale of Arm to Nvidia Collapses, Arm to IPO

#55

Hopefully it will end back on the LSE, there was much lamenting here in the UK when SoftBank acquired them. They are one of the UKs biggest tech success, one of our few “unicorns”. For them to be be back on the LSE it would be a good signal of strength in UK tech. I wouldn’t be surprised if there is some lobbying going on behind the scenes from the UK government to try and ensure it happens. Some strategic tax brakes…

> one of our few “unicorns”

“There are currently 37 private $1b+ businesses headquartered in the UK—a further 14 have exited, whilst 2 are no longer active

13 UK companies became unicorns in H1 2021—the largest concentration of new unicorns to date”

from: https://www.beauhurst.com/research/unicorn-companies/

Re: SoftBank's Sale of Arm to Nvidia Collapses, Arm to IPO

#56
post #20
post #17

I think it's interesting how selling Arm to Nvidia or going IPO are _wildly_ different and I think SoftBank doesn't mind what happens to the company as long as they get their return. I mean, at the end of the day financiers will finance but if you're Arm employee this must be a pretty wild ride.

SoftBank is desperate for capital due to recent bad bets. ARM is one of the most valuable assets they have. As for ARM itself, this probably isn't the best path forward, and neither option would even be considered if it weren't for SoftBank's current predicament.

People thought blocking this acquisition will result in more competition overall. Unfortunately, letting the stock market control ARMs actions will still lead to anti-competitive actions harming you as a customer. Not sure if blocking the merger will be overall better.

Re: SoftBank's Sale of Arm to Nvidia Collapses, Arm to IPO

#57
post #45

Earlier quoted context omitted.

Imo the poor state of the GPU market competition-wise is the only way NVidia is able to get away with this, otherwise competitors would just eat their lunch by doing exactly the same thing without the arbitrary market segmentation.

NVidia are legitimately good at what they do, it's not like Oracle where all the money comes from milking the licensing arrangements.

I'd definitely agree on that though, Nvidia is really good on what they're doing, just disappointed that they don't view the open-source community as a positive.

F*** Oracle definitely, they can't even bother to have a proper SystemD service on systems which uses SystemD, relying on scripts that are definitely not redeeming them.

Re: SoftBank's Sale of Arm to Nvidia Collapses, Arm to IPO

#58

Hopefully it will end back on the LSE, there was much lamenting here in the UK when SoftBank acquired them. They are one of the UKs biggest tech success, one of our few “unicorns”. For them to be be back on the LSE it would be a good signal of strength in UK tech. I wouldn’t be surprised if there is some lobbying going on behind the scenes from the UK government to try and ensure it happens. Some strategic tax brakes…

Does it matter where it IPOs?

It's a Brexit anxiety thing. If a big boy like ARM goes public in London the PM can wave the flag on TV and say we're world class.

Re: SoftBank's Sale of Arm to Nvidia Collapses, Arm to IPO

#60
post #47

Earlier quoted context omitted.

That is good for Samsung/Qualcomm/Mediatek/Apple, but let's be honest, it is a failure as a business. Despite of being used on pretty much 100% of all smartphones' SoC, they barely make any money. Also, their designs are lagging behind, M1 and probably Nuvia are example of that.

I think their designs are meant to be lagging, M1 isn't "just better" it's a lot more about media encoding and packing more types of cores together, which while innovative is not what ARM should be doing. ARM makes prototype designs that you can extend, M1 is an absolute success of that model. Regardless: you say they've failed as a business, your metric is how much they earn from being nearly everywhere. I would poi…

In support of this accurate comment, I'll repeat this assertion: Not all people are wealth maniacs.
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