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Nvidia takes $1B stake in Nokia

cnbc.com

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Re: Nvidia takes $1B stake in Nokia

#201

Post by nsteel »

dustbunny wrote: post #8

I think the US Gov probably "incentizied" Nvidias stake in Intel, and I wonder if they did here as well. It's like "if your going to sell chips to China, you have to spend some of the money funding non-Chinese tech". Nokia's capabilities to deliver 5G networks is a direct competitor to Huawei, right? Is Nvidia functionally an strategic hedge fund of the US Government? Would this fall under Jeffrey Sach's realm?

> I wonder if they did here as well

Interesting. Trump and the Finnish President meet a few weeks ago and explicitly discussed Nokia: https://www.youtube.com/watch?v=1XmnKjx3LYw

Re: Nvidia takes $1B stake in Nokia

#203

Post by basiccalendar74 »

jo909 wrote: post #113
basiccalendar74 wrote: post #41

Earlier quoted context omitted.

Passive investing is not an issue, but the default bias towards large cap equities like SP500, Nasdaq100. Passive investing through total market ETFs (like VTI) maintains the status quo. For example, if they are only two companies, say with 1T and 4T market cap. If one invests 5M into a total market ETF, 1M is allocated to company A and 4M to company B. But since company B is 4x bigger than company A, the upward pric…

The money you buy stock with l goes to the former/selling shareholder, which is most often not the company. It is possible the company is holding its own stock and selling for cash, or emitting new shares for cash, but that is much much rarer.

by 'allocated', I mean allocated during the purchase decision. not that money is sent to respective company.

Re: Nvidia takes $1B stake in Nokia

#204

Post by fadedsignal »

ksec wrote: post #188
fadedsignal wrote: post #177

Earlier quoted context omitted.

I think this will continue. They can't change 3GPP's vision with just Nokia. They need to bribe other companies. Ericsson is the other big vendor. I think there is a possibility of that. However, Huawei is impossible. Who is gonna provide a GPU to them? Therefore, they simply can't just put a GPU on every base station around the world.

>Therefore, they simply can't just put a GPU on every base station around the world. I dont think that is what's happening here. Base station has been power limited for quite some time and part of the whole 5G / Cloud RAN promise was moving a lot of the processing off base station. Ignoring GPU there are a lot of the current stack fits Nvidia portfolio especially DPU. May be Nvidia have figure out a way to use CUDA a…

You are right on your points. I agree on DPU but it's on the network stack. I think Nvidia wants to get into the PHY and MAC layer (CuPHY, etc.). That's where I find it unlikely due to the cost of latency. If Nvidia had wanted to buy Nokia, they could've already completed the deal. It's a possibility in the future but this $1B investment kind of showed that they are more interested in creating artificial demand for their GPUs rather than diversifying their product portfolio. I agree with you that Nvidia should just buy Nokia.

Re: Nvidia takes $1B stake in Nokia

#205

Post by nicce »

nsonha wrote: post #196
nicce wrote: post #154

Earlier quoted context omitted.

They had MeeGo (Qt/Linux). For some reason they thought that not worth it to continue. Let's take Windows!

I've always asumed it wasn't a good enough OS just from the consumer news articles I read, was a freshman at the time. What was technically remarkable about it?

It was a direct competitor for Android at that time. GUI was really nice. I don't think it was essentially worse than Android. There was the potential.

https://www.reddit.com/r/linuxmasterrace/comments/31z13e/is_...

http://www.eedailynews.com/2010/05/android-vs-meego-two-appr...

Re: Nvidia takes $1B stake in Nokia

#206

Post by JAlexoid »

overfeed wrote: post #95
JAlexoid wrote: post #68

Earlier quoted context omitted.

We currently have an all American oligopoly on the CPU market - Intel, AMD, Apple(ARM) and Qualcomm(ARM). There's hardly any non-American CPU designers out there

I'm not sure why Arm is in parenthesis twice, when it's a full-blown, non-American CPU designer on whose coat-tails Apple and Qualcomm have been riding. Risc-V moved HQs to be a non-American CPU designer, but perhaps you don't find them credible (yet).

Apple and Qualcomm only use ARM ISA at this point.

And no, Apple and Qualcomm are the standard setters in ARM these days. Should they drop ARM for something else... ARM will be on the same trajectory where MIPS ended up.

RISC-V is just an ISA standard, the standard body is not a CPU designer in any shape or form.

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