SoftBank Group to Acquire Ampere Computing for 6.5B

Post by pjmlp » Thu, Mar 20, 2025, 8:10 AM UTC

bayindirh wrote: post #9

pjmlp wrote: post #7

Earlier quoted context omitted.

Might be, but that is the thing, while it is tradition to complain about Oracle, in many cases their are the only ones that show up at the door with the suitcase full of money. So where are the others that supposedly are better than them? In this case, Softbank will be having ARM and Ampere.

This depends on definition of "better". Maybe your question is better suited as "So, where are the others that supposedly are richer than them?" In that case, we have the CPU manufacturers, which already do this as the business, Google, which is not that interested, or already make their own chips, Apple, which has an in-house CPU/GPU company, and probably IBM, which also designs and builds their own processors. So,…

Post by sitkack » Thu, Mar 20, 2025, 8:12 AM UTC

DeathArrow wrote: post #12

And Google just spent five times that to acquire a cyber security startup with 1000 customers. Is hardware so much less valuable?

Post by sitkack » Thu, Mar 20, 2025, 8:14 AM UTC

Eikon wrote: post #10

jjtheblunt wrote: post #8

Earlier quoted context omitted.

What about https://www.apple.com/shop/buy-mac/mac-pro/rack#

That's not a server. It is a rackable desktop. You won't run general purpose server apps on this.

Post by mbreese » Thu, Mar 20, 2025, 8:15 AM UTC

pjmlp wrote: post #11

bayindirh wrote: post #9

Earlier quoted context omitted.

This depends on definition of "better". Maybe your question is better suited as "So, where are the others that supposedly are richer than them?" In that case, we have the CPU manufacturers, which already do this as the business, Google, which is not that interested, or already make their own chips, Apple, which has an in-house CPU/GPU company, and probably IBM, which also designs and builds their own processors. So,…

Indeed, which kind of proves the point, in the scenarios where the only shopper at shows at the store is Oracle, the alternative is bankruptcy.

Post by pjmlp » Thu, Mar 20, 2025, 8:22 AM UTC

mbreese wrote: post #17

pjmlp wrote: post #11

Earlier quoted context omitted.

Indeed, which kind of proves the point, in the scenarios where the only shopper at shows at the store is Oracle, the alternative is bankruptcy.

Was Ampere going bankrupt though? I think the fear is that if Oracle was the purchaser, then that would be good for Oracle, but not necessarily the rest of the ARM ecosystem. Given Softbank’s ARM investment, it is in their interest to try to keep the ecosystem healthy.