Excellent, can't wait for Jensen to pull out a Cortex A-78 TI from his oven next year. /s
hodl out for the Titan A-78 Super if you can, I hear it runs a bit faster
Nvidia to Acquire Arm for $40B
311–320 of 784 posts
Re: Nvidia to Acquire Arm for $40B
#312nvidia is notorious for being not nice to oss developers as Linus Torvalds claims: https://www.youtube.com/watch?v=iYWzMvlj2RQ&ab_channel=Silic...
I wonder how Linux would react to this news.
Re: Nvidia to Acquire Arm for $40B
#313Earlier quoted context omitted.
> Revenue was half of Nvidia, profit was 5% of NVidia. For operating income it's 25%, for net income it's 18%; not 5%. Last four quarters operating income for AMD: $884 million Last four quarters operating income for Nvidia: $3.5 billion This speaks to the dramatic improvement in AMD's operating condition over the last several years. For contrast, in fiscal 2016 AMD's operating income was negative $382 million. Op in…
I was using 2019 numbers rather than last 4 quarters. I also talked about revenue and profit, not operating anything. AMD 2019 Revenue: $6.73b [1] NVIDIA 2019 Revenue: $11.72b [2] Roughly half, as I said. AMD 2019 Profit (as earnings per share): $0.30 [1] NVIDIA 2019 Profit (as earnings per share): $6.63 [2] 4.52%, rounds to 5%, as I said. However, you still proved my point. Lightweight or not, they do not, and have…
Earnings per share is only useful when you look at the stock price. Since number of outstanding shares are different between two companies, it's incorrect to measure company's profit based on EPS.
Re: Nvidia to Acquire Arm for $40B
#314Talking 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…
My instincts are telling me this is smoke and mirrors to rationalize a $40E9 deal. The only part of that that computes at all is the GPU integration, and that only works if NVIDIA doesn't terrorize Arm licencees. The rest is buzzwords.
There's a pretty big assumption that the deal even gets approved.
Even if it does get approved, and even if NVIDIA decides to not screw up any of the licensees, the whole notion of NVIDIA being capable of doing so to any of their (NVIDIA's) competitors, will surely mean extra selling points for all of ARM competitors like MIPS, RISC-V etc.
Re: Nvidia to Acquire Arm for $40B
#315Earlier quoted context omitted.
There were two separate IoT business units: Platform ( https://pelion.com ) and Data ( https://www.treasuredata.com/ ). The Platform unit fits the Segars post-acquisition comment about end-to-end IoT software architecture, https://news.ycombinator.com/item?id=24465005 > One person close to the talks said that Nvidia would make commitments to the UK government over Arm’s future in Britain, where opposition politicians…
Are they getting 10% of nvidia or keeping 10% of Arm
From the press release directly, it appears to be 10% of NVIDIA:
https://nvidianews.nvidia.com/news/nvidia-to-acquire-arm-for...
> Under the terms of the transaction, which has been approved by the boards of directors of NVIDIA, SBG and Arm, NVIDIA will pay to SoftBank a total of $21.5 billion in NVIDIA common stock and $12 billion in cash, which includes $2 billion payable at signing. The number of NVIDIA shares to be issued at closing is 44.3 million, determined using the average closing price of NVIDIA common stock for the last 30 trading days. Additionally, SoftBank may receive up to $5 billion in cash or common stock under an earn-out construct, subject to satisfaction of specific financial performance targets by Arm.
Since NVIDIA currently has 617 million shares outstanding, if the earn-out were to be fully in common stock, this would bring Softbank to 8.8% of NVIDIA from this transaction alone (plus anything they already have in NVIDIA as public-market investors).
(I believe that the Forbes analysis in the sibling comment is mistaken in describing this as a "10% stake in new entity" - no new entity is mentioned in the press release itself.)
Re: Nvidia to Acquire Arm for $40B
#316Earlier quoted context omitted.
OpenPOWER is pretty awesome but would be nowhere near as awesome as an OpenItanium. IMHO, Itanium was always mismarketed and misoptimized. It made a pretty good server processor, but not so good that enterprises were willing to migrate 40 year old software to run on it. In mobile form, it would have made a large leap in both performance and battery life. And it would have been a fairly easy market to break into: the…
IMO VLIW is an absurdly bad choice for a general purpose processor. It requires baking in a huge amount of low level micro-architectural details into the compiler / generated code. Which obviously leads to problems with choosing what hardware generation to optimize for / not being able to generate good code for future architectures. And the compiler doesn't even come close to having as much information as the CPU has…
> And the compiler doesn't even come close to having as much information as the CPU has.
Unless your CPU has a means for profiling where your pipeline stalls are coming from, combined with dynamic recompilation/reoptimization similar to IBM's project DAISY or HP's Dynamo.
It's not going to do well as out-of-order CPUs that make instruction re-optimization decisions for every instruction, but I wouldn't rule out software-controlled dynamic re-optimization getting most of the performance benefits of out-of-order execution with a much smaller power budget, due to not re-doing those optimization calculations for every instruction. There are reasons most low-power implementations are in-order chips.
Re: Nvidia to Acquire Arm for $40B
#317Earlier quoted context omitted.
Once they were sold to SoftBank ARM had no more control over its destiny. You're saying that they're repeating the pattern, but they had no choice in this today. This was SoftBank's decision as the owner of ARM.
Softbank has some losses of it’s own to make up, so that’s not very surprising.
Losses? Masayoshi Son just made a cool 8 billion on this deal. Time to hit up the roulette table in Vegas to double that to 16 billion
Re: Nvidia to Acquire Arm for $40B
#318Earlier quoted context omitted.
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.
I think you meant the four comma club
Re: Nvidia to Acquire Arm for $40B
#319Earlier quoted context omitted.
IMO VLIW is an absurdly bad choice for a general purpose processor. It requires baking in a huge amount of low level micro-architectural details into the compiler / generated code. Which obviously leads to problems with choosing what hardware generation to optimize for / not being able to generate good code for future architectures. And the compiler doesn't even come close to having as much information as the CPU has…
VLIW was the best implementation (20 years ago) of instruction level parallelism. But what have we learned in these past 20 years? * Computers will continue to become more parallel -- AMD Zen2 has 10 execution pipelines, supporting 4-way decode and 6-uop / clock tick dispatch per core, with somewhere close to 200 registers for renaming / reordering instructions. Future processors will be bigger and more parallel, Ice…
I don't understand how an increase, including the implied variability, of CPU internal parallelism and VLIW benefits go together?
Re: Nvidia to Acquire Arm for $40B
#320Earlier quoted context omitted.
I would love OpenPOWER to succeed. I just don't see the 48 pin QFP version that costs I don't see OpenPOWER going there, but I can easily see RISC-V going there. So, for the moment, that is the horse I'm betting on.
I miss DIP chips that would fit on breadboards. I don't have steady enough hands to solder QFP onto a PCB, and I'm too cheap to buy an oven :(
You’re supposed to drag-solder those. Look it up on YouTube, it’s super easy. The hardest part is positioning the chip, but it’s actually easier than with an oven, because you can rework it if you only solder one or two pins :)