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Nvidia to Acquire Arm for $40B

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Re: Nvidia to Acquire Arm for $40B

#111
post #68
post #2

And there you have it. Perhaps the greatest thing to happen to RISC-V since the invention of the FPGA :-). I never liked Softbank owning it, but hey someone has to. Regarding the federal investment in FOSS thread that was here perhaps CPU architecture would be a good candidate.

The next Apple machine I am going to buy will be using RISC-V cores.

ROFL. Why not wait for the upcoming Josephson junction memristors, while you're at it?

Re: Nvidia to Acquire Arm for $40B

#112
post #93

Earlier quoted context omitted.

The problem is more that AMD is sleeping in regard of GPU AI and good software interfaces.

Hardly sleeping, they have a fraction of the revenue and profit of NVidia and Intel. Revenue was half of Nvidia, profit was 5% of NVidia. Intel is even bigger. They only have so much in the way of R&D money.

ROCm is their product for compute and it still can't run on their latest NAVI cards which have been out for over a year while CUDA works on every nvidia card on day one.

Re: Nvidia to Acquire Arm for $40B

#113

Earlier quoted context omitted.

Have you read the press release at all? It's too early to judge this now. ARM will stay in Cambridge and Nvidia wants to invest in this place.

Corporations say these types of things with every acquisition. It might be true initially and superficially, but that's all.

One of the (many) synergies in this acquisition is that it's also an acqui-hire for CPU development talent. NVIDIA's efforts in that area have not gone very smoothly. They aren't going to fire all the engineers they just bought.

Re: Nvidia to Acquire Arm for $40B

#115
HN being hyperbolic and anti-NVIDIA as usual. I think this is a great thing. Finally a competitor to the AMD-Intel x86 duopoly. I imagine the focus will first be on improving ARM’s data center offerings but eventually I’m hoping to see consumer-facing parts available sometime as well.

Re: Nvidia to Acquire Arm for $40B

#116
post #70

Talking points from the founders of Arm & Nvidia: https://www.forbes.com/sites/patrickmoorhead/2020/09/13/its-... > Huang told me that first thing that the combined company will do is to, “bring NVIDIA technology through Arm’s vast network.” So I’d expect NVIDIA GPU and NPU IP to become available quickly to smartphone, tablet, TV and automobile SoC providers as quickly as possible. > Arm CEO Simon Segars framed it we…

Bye bye ARM Mali =(

This is NVIDIA's "xbox one/PS4" moment. AMD has deals with console manufacturers, their clients pay for a huge amount of R&D that gets ported back into AMD's desktop graphics architecture. Even if AMD doesn't make basically anything on the consoles themselves, it's a huge win for their R&D.

Now, every reference-implementation ARM processor manufactured will fund GeForce desktop products, datacenter/enterprise, etc as well.

NVIDIA definitely needs something like this in the face of the new Samsung deal, as well as AMD's pre-existing console deals.

Re: Nvidia to Acquire Arm for $40B

#118
post #78

Earlier quoted context omitted.

>long standing tech companies like FAANMG why are people going out of their ways to avoid the obvious and intuitive "FAGMAN" acronym?

Netflix really doesn’t belong in the same category as the others. It’s big but not as big, and it isn’t a sprawling conglomerate. Clearly “FAGMA” is the best acronym.

Or MAGA: Microsoft Apple Google (Alphabet) Amazon. $1 trillion dollar club.

Re: Nvidia to Acquire Arm for $40B

#119
post #106

Earlier quoted context omitted.

Experience, for one. TPUs are dominating MLPerf benchmarks. That kind of performance can't be dismissed so easily. GPT-2 was trained on TPUs. (There are explicit references to TPUs in the source code: https://github.com/openai/gpt-2/blob/0574c5708b094bfa0b0f6df... ) GPT-3 was trained on a GPU cluster probably because of Microsoft's billion-dollar Azure cloud credit investment, not because it was the best choice.

no they are not. Go read recent MLPerf results more carefully and not Google’s blogpost. NVIDIA won 8/8 benchmarks for publicly available SW/HW combo. Also 8/8 on per chip performance. Google did show better results with some “research” system which is not available to anyone other then them yet.

This is a weirdly aggressive reply. I don't "read Google's blogpost," I use TPUs daily. As for MLPerf benchmarks, you can see for yourself here: https://mlperf.org/training-results-0-6 TPUs are far ahead of competitors. All of these training results are openly available, and you can run them yourself. (I did.)

For MLPerf 0.7, it's true that Google's software isn't available to the public yet. That's because they're in the middle of transitioning to Jax (and by extension, Pytorch). Once that transition is complete, and available to the public, you'll probably be learning TPU programming one way or another, since there's no other practical way to e.g. train a GAN on millions of photos.

You'd think people would be happy that there are realistic alternatives to nVidia's monopoly for AI training, rather than rushing to defend them...

Re: Nvidia to Acquire Arm for $40B

#120
post #70

Talking points from the founders of Arm & Nvidia: https://www.forbes.com/sites/patrickmoorhead/2020/09/13/its-... > Huang told me that first thing that the combined company will do is to, “bring NVIDIA technology through Arm’s vast network.” So I’d expect NVIDIA GPU and NPU IP to become available quickly to smartphone, tablet, TV and automobile SoC providers as quickly as possible. > Arm CEO Simon Segars framed it we…

Bye bye ARM Mali =(

Is the situation better with Mali? This seems something that might actually improve with Nvidia. I was under the impression that ARM GPUs are currently heavily locked down anyway (in terms of open source drivers). Nvidia would presumably still be locked down, but maybe we'd have more uniform cross platform interfaces like CUDA.
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