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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

#231

Post by ksec »

belter wrote: post #137
ksec wrote: post #64

It sort of make sense for Nvidia's shareholders. The initial offering for ARM was only worth $38.5bn, which was already expensive due to SoftBank initial purchase price and not wanting for a loss. But at Nvidia's peak this deal was worth " $87bn ". For a company that makes less than $2B in revenue and at best ~$300M in Operating Income. Remember this isn't something you can buy and milk the crap out of other market p…

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…

I am a little bit more optimistic now knowing they are going to US for its IPO instead of LSE. Which tends to host crazy valuation with much more volume and investor willing to bet on technologies. Still, not entirely convinced it could do $40bn+. I actually think there are enormous opportunity for GPU, but they dont seems to be interested.

I also sort of disagree with Value investing as a bygone era. It is just I have yet to see any one who does value investing actually understand anything about Tech. Because it is not something simple enough like Coca Cola or McDonald, so they are much harder to evaluate.

But Yes, it will be fun to revisit this thread then. :)

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

#232

Post by ksec »

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…

>difference between ARM and Risk-V?

Which is the problem often with these sort of discussion. ARM of what ( You didn't state its version ) ? RISC-V of what? The ISA in itself? Or the actual implementation in itself. If it is implementation, which implementation? And by difference, what sort of difference, what kind of performance are you specifically looking at? Or you just want a GB5 result? ( One could argue there are compiler differences in GB5 results )

The only undisputed truth would be RISC-V at its bare minimum has smaller instruction than any ARM variation currently on the market. But then its competitor should have been something like Arc, and not ARM.

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

#233

Post by ksec »

freeone3000 wrote: post #176
Wronnay wrote: post #143

Earlier quoted context omitted.

It's really funny how the market thinks that Intel isn't in the game anymore. They may not be as energy efficient as M1 or ARM chips but they certainly show that they are still a competition and invest a lot of money to improve their performance.

But they really haven't. We've not seen hide nor hair of the new process, only iterative improvements on the current process, and the attempt at big.LITTLE x86-style doesn't seem to have worked out terribly well. ARM has taken out the low-power market that Atom and Pentium classes were aiming at. AMD APUs have long been a favorite of mid-power devices like gaming consoles and are now a desktop enthusiast favorite as…

Because Intel is / will no longer be a x86 / Chip company only anymore. They are pivoting to Foundry. Just like Andrew Grove pivoted Intel from DRAM to microprocessor.

I expect them to be at least $400bn to $600bn market cap by the end of 2030. Which is 2x or 3x of today's price.

Not exactly super high growth, but if you are a money manager with too much cash ( which is often the case today ) it is not a bad investment.

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

#234

Post by bagacrap »

JohnJamesRambo wrote: post #165
ksec wrote: post #64

It sort of make sense for Nvidia's shareholders. The initial offering for ARM was only worth $38.5bn, which was already expensive due to SoftBank initial purchase price and not wanting for a loss. But at Nvidia's peak this deal was worth " $87bn ". For a company that makes less than $2B in revenue and at best ~$300M in Operating Income. Remember this isn't something you can buy and milk the crap out of other market p…

Your disclosure intrigues me. What do you own?

NFTs only

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

#236

Post by ksec »

ksec wrote: post #231
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…

I am a little bit more optimistic now knowing they are going to US for its IPO instead of LSE. Which tends to host crazy valuation with much more volume and investor willing to bet on technologies. Still, not entirely convinced it could do $40bn+. I actually think there are enormous opportunity for GPU, but they dont seems to be interested. I also sort of disagree with Value investing as a bygone era. It is just I ha…

And I forgot to mention about the Server part. Although it is not clear how much of an impact compared to the volume of Mobile Phone.

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

#237

Post by floatboth »

tjoff wrote: post #225
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…

> AWS offers Graviton instances in a bare-metal way too, so you can see for yourself what the SoC offers. Oh, we should be so grateful... Or perhaps be happy with what we got and not sacrifice everything for some very short term 5% benefits?

How exactly do you sacrifice ANYTHING compared to any other VPS rental?!

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

#238

Post by tjoff »

floatboth wrote: post #237
tjoff wrote: post #225

Earlier quoted context omitted.

> AWS offers Graviton instances in a bare-metal way too, so you can see for yourself what the SoC offers. Oh, we should be so grateful... Or perhaps be happy with what we got and not sacrifice everything for some very short term 5% benefits?

How exactly do you sacrifice ANYTHING compared to any other VPS rental?!

By supporting closed ecosystems designed to take away power from you?

Take one guess.

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

#239

Post by floatboth »

tjoff wrote: post #238
floatboth wrote: post #237

Earlier quoted context omitted.

How exactly do you sacrifice ANYTHING compared to any other VPS rental?!

By supporting closed ecosystems designed to take away power from you? Take one guess.

What closed ecosystem?

Nothing becomes any more closed if you switch the ISA of the CPU used in your VPS to aarch64. The only closed ecosystem here is AWS itself, but what takes power away from you is using non-EC2 services like DynamoDB.

In fact the Arm ecosystem is way more open, because there are SoCs that can run completely blob-free firmware (e.g. from Marvell), which is just not happening with any modern Intel/AMD system.

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

#240

Post by panick21_ »

jason0597 wrote: post #75
panick21_ wrote: post #41

Earlier quoted context omitted.

RISC-V was designed to to be a teaching ISP. A minimal RISC-V is not so different from MISP. I don't think you lose much.

> RISC-V was designed to to be a teaching ISP Do you have a source for this? RISC-V always seemed like it was a production ISA from the get-go

Its literally how it started. They wanted a modern ISA for their course. Then they did a '6 month project' to develop it. That turned out to be RISC-V. Then companies would literally just adopt it and be angry at them doing changes and such.

Then they realized that they need to push this more aggressively, establish a foundation and create a real standard.

You can listen to the 'State of the Union' talks from the early conferences if you want a source.

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