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

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

#91

Why will ARM succeed where MIPS faded into obscurity? (Well, relative obscurity. I see they are still used in media devices and cheap routers.) https://en.m.wikipedia.org/wiki/MIPS_Technologies

> Why will ARM succeed where MIPS faded into obscurity? Because for the mass consumer market needing decent compute power, there is only ARM and x86-64 left, everything else has gone downhill in actual usage - and ARM is way easier to implement with a lot more vendors available than the x86-64 world which is basically Intel vs AMD. The only competition that remains is Loongson for Chinese government purposes, but no…

Russia has it's own CPU, Elbrus, which is slow, features x86 emulation and VLIW architecture (i think).

It's meant to be used in areas of critical infra and national security, every major nation that is not joint with US at the hip is thinking or planning chip independance.

Otherwise your economy could be rouined because Donald Trimp 2 had too much cocaine in the morning and tweeted something.

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

#92

Earlier quoted context omitted.

Honestly at this point, any big tech IPO is just a license to print money.

The printer will start to run out of paper in a few months. The companies that have their own invoice printer will “win”, the others will suffer.

It's been months for years

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

#93
post #64

It sort of make sense for Nvidia's shareholders. The initial offering for ARM was only worth $38.5bn, which was already expensive due to SoftBank initial purchase price and not wanting for a loss. But at Nvidia's peak this deal was worth " $87bn ". For a company that makes less than $2B in revenue and at best ~$300M in Operating Income. Remember this isn't something you can buy and milk the crap out of other market p…

But Intel has a P/E of 9.91, they must be teetering on the brink of bankruptcy!

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

#94

My memory might fail me, but I think the compiler wizards were building all the core FB stuff on aarch64 back in like 2014-2015 or something. Someone saw further down the road than I did.

Your memory is good. The bug to port FB's HipHopVM to aarch64 was raised in 2013[1]

[1] https://bugs.launchpad.net/linaro-aarch64/+bug/1099824

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

#95
post #52

Earlier quoted context omitted.

> 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.

Coupd anyone explain how this works, are we any closer to the dream of being able to boot generic Ubuntu image on a random ARM device like you can with x86?

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

#96

Earlier quoted context omitted.

Money? like Samsung selling their chips to Apple. Nvidia have a lot of proprietary stuff which allows them to get away even with inferior hardware. Nvidia will prob lose the AI datacenter market anyways, customs asics will just use RISC-V if Nvidia try to stop them.

Nvidia doesn't care about secondary money. They're all about integrating stuff and denying others to do so. Nvidia is a castle because of the moats they've built. Not because they're leaps and bounds ahead in terms of silicon and technical wizardry. They shunned OpenCL, they'll probably shun Vulkan for GPGPU and make sure that people are locked to CUDA and its ecosystem. They have no intention to play fair. We're goi…

wasn't OpenCL a mess even on AMD cards and isnt it almost deprecated?* And Nvidia's OpenGL drivers on windows are way better than AMD's. I dont like Nvidia especially after all the error 43 bullshit, but they are competent. Now ARM is going public, wont that make things even worse?

[0]:https://www.reddit.com/r/realAMD/comments/qujwas/amd_drops_o...

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

#97

Earlier quoted context omitted.

> Why will ARM succeed where MIPS faded into obscurity? Because for the mass consumer market needing decent compute power, there is only ARM and x86-64 left, everything else has gone downhill in actual usage - and ARM is way easier to implement with a lot more vendors available than the x86-64 world which is basically Intel vs AMD. The only competition that remains is Loongson for Chinese government purposes, but no…

What about OpenPOWER? It's held its own in the supercomputer race and I don't think IBM is going to stop using it anytime soon.

The POWER architecture family, since the Apple migration to x86 many years ago, is only relevant for supercomputers and mainframes which is why I didn't include it in the list.

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

#100
post #64

It sort of make sense for Nvidia's shareholders. The initial offering for ARM was only worth $38.5bn, which was already expensive due to SoftBank initial purchase price and not wanting for a loss. But at Nvidia's peak this deal was worth " $87bn ". For a company that makes less than $2B in revenue and at best ~$300M in Operating Income. Remember this isn't something you can buy and milk the crap out of other market p…

If Activision/Blizzard is worth $65bn to Microsoft for it's IP then $84bn is still a steal for ARM?
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