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

reuters.com

11–20 of 243 posts

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

#11

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

ARM has been here before. I owned stock in Arm, before it sold.

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

#12
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.

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

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

#13

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

well, it's by far the most common CPU architecture in the world.

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

#14
post #7

Earlier quoted context omitted.

NVidia has a track record of creating good products, but all proprietary and with closed source firmware/drivers. And lots of arbitrarily software locking features to extract more money from different market segments.

> And lots of arbitrarily software locking features to extract more money from different market segments. This is the cultural difference between ARM and Nvidia. ARM does care enough about their IP that you'll need to pay them for ARM's effort to develop their IP, but beyond that they will not restrict you unless it'll put ARM into legal trouble (basically export restrictions). Hey, you could get everything now with…

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.

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

#15
post #2

Good, we need more players, not less.

I didn't like much this but having ARM in the hands of financial institution which doesn't have any motivation to invest in the technology doesn't seem any better (and probably doesnt understand/doesnt care about it). In the other hand, Nvidia have a good track record creating good products.

Nvidia also has a long track record of anti-competitive behavior. So it's a good thing they didn't get ARM.

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

#16

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

While it's indeed good to have a healthy skepticism towards these things, there's a major difference between the two: a) MIPS has been acquired too many times by a company that can lock others out (SGI is definitely the Nvidia of today outside of consumer stuff), and b) MIPS, while have been present in game consoles and workstations, didn't really have the visibility ARM has today. They didn't have any consumer devices labelled with "MIPS chipset inside!", even though it was present in game consoles.

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

#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.

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

#18
post #7

Earlier quoted context omitted.

NVidia has a track record of creating good products, but all proprietary and with closed source firmware/drivers. And lots of arbitrarily software locking features to extract more money from different market segments.

> And lots of arbitrarily software locking features to extract more money from different market segments. This is the cultural difference between ARM and Nvidia. ARM does care enough about their IP that you'll need to pay them for ARM's effort to develop their IP, but beyond that they will not restrict you unless it'll put ARM into legal trouble (basically export restrictions). Hey, you could get everything now with…

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.

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

#19
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.

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

#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.
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