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Nvidia to Acquire Arm for $40B

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Re: Nvidia to Acquire Arm for $40B

#291

Post by p1necone »

asdfasgasdgasdg wrote: post #240
MattGaiser wrote: post #127

Earlier quoted context omitted.

It is less about them intentionally killing it and more about their culture and attitude killing it.

Does Nvidia have a habit of killing acquisitions? I'm only familiar with their graphics business, but as far as I can see the only culture going on there is excellence.

NVIDIAs whole schtick is making a bunch of interesting software and arbitrarily locking it to their own hardware. Doesn't seem compatible with being the steward for what has up until now been a relatively open CPU architecture.

Re: Nvidia to Acquire Arm for $40B

#292

Post by ip26 »

asdfasgasdgasdg wrote: post #240
MattGaiser wrote: post #127

Earlier quoted context omitted.

It is less about them intentionally killing it and more about their culture and attitude killing it.

Does Nvidia have a habit of killing acquisitions? I'm only familiar with their graphics business, but as far as I can see the only culture going on there is excellence.

At issue is the conflict between ARM's business model- which revolves around licensing designs to other companies- and Nvidia's reputation of not playing nicely with other companies.

Re: Nvidia to Acquire Arm for $40B

#295

Post by incognition »

beervirus wrote: post #150
throw_m239339 wrote: post #139

Tangential, but when I hear about all these insane "start-up du jour" valuations, does anyone else feel like $40B isn't a lot of a hardware company sur as ARM?

$40 billion is a real valuation though, as opposed to WeWork’s.

Maybe referencing Nikola?

Re: Nvidia to Acquire Arm for $40B

#296

Post by pathseeker »

Blammar wrote: post #243

No one has seemed to notice the following two things: "To pave the way for the deal, SoftBank reversed an earlier decision to strip out an internet-of-things business from Arm and transfer it to a new company under its control. That would have stripped Arm of what was meant to be the high-growth engine that would power it into a 5G-connected future. One person said that SoftBank made the decision because it would hav…

>Also, to first order, when a company issues stock to purchase another corporation, that cost is essentially "free" since the value of the corporation increases.

This isn't correct. If investors thing Nvidia overpaid, its share price will decline. There are many examples of acquiring companies losing significant value on announcements to buy other companies even in pure stock deals.

Re: Nvidia to Acquire Arm for $40B

#297

Post by mr_toad »

paulmd wrote: post #116
baybal2 wrote: post #70

Earlier quoted context omitted.

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…

If I was an nVidia shareholder I wouldn’t want ARM profits to subsidise GPU development.

GPU profits should be able to cover their own R&D, especially given the obscene prices on the high end cards.

Re: Nvidia to Acquire Arm for $40B

#299

Post by ATsch »

asdfasgasdgasdg wrote: post #240
MattGaiser wrote: post #127

Earlier quoted context omitted.

It is less about them intentionally killing it and more about their culture and attitude killing it.

Does Nvidia have a habit of killing acquisitions? I'm only familiar with their graphics business, but as far as I can see the only culture going on there is excellence.

The concern is more that nvidias culture has historically been being overall hostile to parterships. Which works great for what Nvidia is doing right now, but is probably bad for a company that depends heavily on partnerships.

Re: Nvidia to Acquire Arm for $40B

#300

Post by gumby »

TomVDB wrote: post #194
gumby wrote: post #125

Earlier quoted context omitted.

This is because Nvidia screwed apple (from Apple’s POV) years ago with some bad GPUs to the point where Apple flat out refuses to source Nvidia parts. I don’t know the internal details of course just the public ones so can’t say if Apple is being petty or if Nvidia burned the bridge while the problem was unfolding. Given that the CEO was the supply chain guy at the time I suspect the latter, as I’d imagine he’d be mo…

> ... to the point where Apple flat out refuses to source Nvidia parts. I've seen this argument made before. It would be a valid point if Apple stopped using Nvidia GPUs in 2008 (they did), and then never used them again. And yet, 4 years later, they used Nvidia GPUs on the 2012 MacBook Retina 15" on which I'm typing this.

Thanks for this correction!
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