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

reuters.com

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

#211

Post by chasil »

user_7832 wrote: post #207
chasil wrote: post #184

Earlier quoted context omitted.

That is really a loaded question. ARM bigLITTLE exists to address different efficiencies that are exploited in different runtime states. Is big better than LITTLE? Sometimes yes, sometimes no. If there is no definitive answer within the heterogenous cores of a single ARM implementation, then how can it be compared to RISC-V?

Ok, I'll try again. For the same sized single-core chip (x mm squared), running at the same voltage and same clock speed, on the same manufacturing process node, is there a (significant) difference between ARM and Risk-V? (I'm assuming that core size, voltages and frequencies are the biggest differences between the big and LITTLE cores. And yes of course this is a funky theoretical question so a theoretical answer is…

The answer (for now) appears to be no. Also consider that ARM will not stand still.

"According to SiFive, it is working on the design of a new processor that will be 50% more powerful, and that it will be able to surpass the Cortex-A78 of ARM."

https://techunwrapped.com/risc-v-starts-to-put-pressure-16-c...

https://news.ycombinator.com/item?id=29418153

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

#212

Post by klelatti »

miloignis wrote: post #169
gjsman-1000 wrote: post #160

Earlier quoted context omitted.

Those RISC-V supporters are so annoying. They never seem to understand the difference between an open-source instruction set , versus an open-source chip which anyone can synthesize, versus closed-source drivers for an open-source instruction set which contains closed-source additional instructions. RISC-V literally has no "openness" advantage over ARM other than that there's no licensing fee. Apple could make a RISC…

One is required for the other, though - you're not going to get any good open hardware for a closed ISA, and RISC-V and OpenPOWER seem to be the two shots we've got. We practically need an open ISA to succeed as a prerequisite for open hardware to do the same.

If by open hardware you mean open source chip then yes but I’m not sure that 1. that’s a big advantage for users or 2. going to happen at the leading edge of CPU design where most of us actually do our computing. It takes real money to design and test a high performance CPU and (even for RISC-V) an open source ISA does not mean an open source chip.

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

#213

Post by colinmhayes »

ZetaZero wrote: post #200
colinmhayes wrote: post #191

Earlier quoted context omitted.

The real cost to Nvidia is $87bn. Value is denominated in dollars, not nvidia stock.

If the value is denominated in dollars, why did the acquisition price go up from 40B to $87B as the price of the stock rose? From the source: https://nvidianews.nvidia.com/news/nvidia-to-acquire-arm-for... "The number of NVIDIA shares to be issued at closing is 44.3 million" [this is the pre-split amount]

If I agree to sell you my house in 10 years, and ten years later the house is worth 10x as much, but every other house is only worth twice as much did the value of the deal change?

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

#214

Post by snvzz »

vxNsr wrote: post #173
tcmart14 wrote: post #145

Earlier quoted context omitted.

I can't remember if I heard it in a Jim Keller interview or somewhere else, but I think students also helped initially design the ISA for RISC-V also.

I remember reading this somewhere a few years ago as well. RSIC-V was the "this is an educational ISA, but we're gonna see how far we can take it"

It is an educational isa that just so happens to have the highest code density among 64bit architectures.

There's been a few changes since its inception in academy and the ratified standard unprivileged spec[0].

[0] https://riscv.org/technical/specifications/

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

#215

Post by reducesuffering »

JohnJamesRambo wrote: post #209
belter wrote: post #137

Earlier quoted context omitted.

You analysis is right on, and I agree with it. I predict however, the IPO will be an enormous success. Predict a valuation in the $40bn to $45bn with tops of $50bn....lets revisit this thread then ;-) Those facts will: - Disprove once more that story of the market efficiency/price discovery bullshit, will also confirm that: - Benjamin Graham, Value Investing and Warren Buffet strategies were made for other times. The…

The longer I’m in the market the more I realize George Soros was completely correct with his theories on reflexivity. > Reflexivity theory states that investors don't base their decisions on reality, but rather on their perceptions of reality instead. Meme stocks, Covid crash, Tesla stock, the SP500 for the last decade, NFTs. None of it is priced correctly because humans are at heart greedy, fearful, irrational. I th…

There's quite a bit of academic literature on the long term overvaluation and underperformance of "growth" and especially "small cap growth" stocks, sometimes explained by their popularity as pseudo lottery tickets. Over almost all rolling 25 year periods across the past century, "value" stocks (the X% of the market highest in current earnings, cash flow, etc.) outperform the broader market including these growth stocks. Search "the black hole of investing."

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

#216

Post by sanxiyn »

ClumsyPilot wrote: post #95
sanxiyn wrote: post #52

Earlier quoted context omitted.

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?

We aren't any closer, we are already there. Generic Ubuntu image already boots on all ARM SBSA devices, just like x86 PC. In fact, booting generic image on any device is explicitly a goal of SBSA standard.

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

#217

Post by Nullabillity »

floatboth wrote: post #192
tjoff wrote: post #147

Earlier quoted context omitted.

I apologize. I confused Ampere with Amazon's Graviton.

AWS offers Graviton instances in a bare-metal way too, so you can see for yourself what the SoC offers. It's quite clean, there is a Designware PCIe filtering quirk (same as on e.g. the Marvell Armada8k) but other than that it's SBSA-style UEFI+ACPI. Very standard system. In terms of firmware openness, yeah, you don't get the firmware source, but you don't get to touch the machines physically either so you wouldn't h…

Where do you buy Graviton CPUs or systems, then? Their official website[0] only seems to mention renting them on their premises.

[0]: https://aws.amazon.com/ec2/graviton/

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

#219

Post by floatboth »

Nullabillity wrote: post #217
floatboth wrote: post #192

Earlier quoted context omitted.

AWS offers Graviton instances in a bare-metal way too, so you can see for yourself what the SoC offers. It's quite clean, there is a Designware PCIe filtering quirk (same as on e.g. the Marvell Armada8k) but other than that it's SBSA-style UEFI+ACPI. Very standard system. In terms of firmware openness, yeah, you don't get the firmware source, but you don't get to touch the machines physically either so you wouldn't h…

Where do you buy Graviton CPUs or systems, then? Their official website[0] only seems to mention renting them on their premises. [0]: https://aws.amazon.com/ec2/graviton/

I did just say that "you don't get to touch the machines physically either".

What does being able to buy them have to do with.. anything?

The concept of renting a VM is not new. The introduction of processors that a VM hosting company designs exclusively for use on that service is, and the comments in the thread above seem to imply a fear of this causing some kind of lock-in or whatever. What I'm saying is, this is completely unfounded fear. Graviton instances are very much standard machines and you can run the exact same OS images on there as you can on an Altra or a HoneyComb LX2K or a MACCHIATObin. (Yeah, the OS needs a driver for Amazon's network card, but mainline Linux, FreeBSD and NetBSD have that.)

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