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Nvidia to Acquire Arm for $40B

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41–50 of 784 posts

Re: Nvidia to Acquire Arm for $40B

#41
post #13
post #7

Earlier quoted context omitted.

I have heard numerous arguments but they arguments don't feel that compelling, what are reasons why this is bad?

ARM will not be cheaper after this.

would that affect the value of Raspberry Pi and other budget devices?

Re: Nvidia to Acquire Arm for $40B

#42
post #4

Could Apple hypothetically use their perpetual license to ARM to license the ISA to other manufacturers if they so desired? (not that they do now, but it could be a saving grace if Nvidia assimilated ARM fully).

I'm pretty sure they can't, but I also think there's no way in hell they'd do it if they could. It's not in Apple's DNA. Better for them if no one else has access to the instruction set. I bet they'd make a completely custom ISA if they could. Heck, maybe they plan to some day, and that's why they're calling the new Mac processors "Apple Silicon".

> I bet they'd make a completely custom ISA if they could. Heck, maybe they plan to some day, and that's why they're calling the new Mac processors "Apple Silicon".

That was my first thought.

I'd be surprised if Apple wasn't already working on this.

Re: Nvidia to Acquire Arm for $40B

#44

This is awful . Out of all the big tech companies, Nvidia is probably least friendly to open source and cross-platform comparability. It seems to me that their goal is to monopolize AI hardware over the next 20 years, the same way Intel effectively monopolized cloud hardware over the last 20. Expect to see less choice in the chip market and more and more propietary software frameworks like CUDA. A sad day for CS and…

AI training is moving away from CUDA and toward TPUs anyway. DGX clusters can't keep up.

And Nvidia's GPUs now include the same type of hardware that TPUs have, so there's no reason to believe that TPUs will win out over GPUs.

Re: Nvidia to Acquire Arm for $40B

#45

This sort of stuff really isn’t going to produce long term benefits for humanity is it. Does anyone know if or how Apple will be affected by this? What are the licensing agreements on the ISA?

This has been out there in the news for well over a month, I guess I don't understand why Apple didn't try to make a bid for ARM? Or why Apple didn't try to set up some sort of independent holding company or consortium to buy ARM. They definitely have the money and clout to have done something like that.

Re: Nvidia to Acquire Arm for $40B

#46
post #34

What a death sentence for ARM right there and the start of a starvation in a new microprocessor winter. I guess we now have to wait for RISC-V to catch up. Aside from that, ARM was one of the only actual tech companies the UK could talk about on the so-called "world stage", that has survived more than 2 decades. But instead, they continue to sell themselves and their businesses to the US instead of vice versa. In 201…

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.

Re: Nvidia to Acquire Arm for $40B

#47

This is awful . Out of all the big tech companies, Nvidia is probably least friendly to open source and cross-platform comparability. It seems to me that their goal is to monopolize AI hardware over the next 20 years, the same way Intel effectively monopolized cloud hardware over the last 20. Expect to see less choice in the chip market and more and more propietary software frameworks like CUDA. A sad day for CS and…

AI training is moving away from CUDA and toward TPUs anyway. DGX clusters can't keep up.

Where did you get this from? AFAIK GPT-3 (for example) was trained on a GPU cluster, not TPUs.

Re: Nvidia to Acquire Arm for $40B

#48
post #22

This seems fair, as long as it stays true(regarding open licensing and neutrality). I've mentioned before, I think this will ultimately be a good thing. NVidia has the gpu chops to really amp up the reference implementation, which is a good thing for competition in the mobile, settop, and perhaps even desktop space.

No, what everyone thinks will happen is a pretend open ARM architecture and Nvidia CPUs dominating. Nvidia isn’t going to license the best GPU features they start adding. It’s an excellent deal for NVIDIA of course, I’m certain they intend to make the chips they produce much faster than the ones they license (if they even ever release another open design) to the point where buying CPUs from Nvidia might be they only…

Perhaps not. I mean AMD and soon Intel basically compete with themselves by pushing advances in both discrete GPU and APU at the same time, one negating the need for the other.

I'm not claiming I'm right and you're wrong, of course. I just think it's unfair to make negative assumptions at this point, so wanted to paint a possible good thing.

Re: Nvidia to Acquire Arm for $40B

#50
I love this, I was amongst early engineers on CUDA (compilers).

NVIDIA was so well run, but boxed into a smaller graphics card market - ATI and it were forced into low margins since they were made replaceable by OpenGL and DirectX standards. For the standard fans - they resulted a wealth transfer from NVIDIA to Apple etc. and reduced capital available for R&D.

NVIDIA was constantly attacked by a much bigger Intel (which changed interfaces to kill products and was made to pay by a court)

Through innovation, developing new technologies (CUDA) they increased market cap, and have used that to buy Arm/Mellanox.

I love the story of the underdog run by a founder, innovating it’s way to getting into new markets against harsh competition. Win for capitalism!

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