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Nvidia to Acquire Arm for $40B

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Re: Nvidia to Acquire Arm for $40B

#61

Post by CleanItUpJanny »

rvz wrote: 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…

>long standing tech companies like FAANMG

why are people going out of their ways to avoid the obvious and intuitive "FAGMAN" acronym?

Re: Nvidia to Acquire Arm for $40B

#62

Post by klodolph »

therealmarv wrote: post #55
rvz wrote: 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…

Have you read the press release at all? It's too early to judge this now. ARM will stay in Cambridge and Nvidia wants to invest in this place.

It's not too early to judge, because this has been in the news for a while and people have had the time to do an analysis of what it means for Nvidia to buy ARM. The press release doesn't add much to that analysis. We've seen a ton of press releases go by for acquisitions and they're always full of sunshine... at the moment, I'm thinking of Oracle's acquisition of Sun, but that's just one example. The typical pattern for acquisitions is that a tech company will acquire another tech company because they can extract more value from the acquired company's IP compared to the value the acquired company would have by itself, and you can extract a lot of value from an IP while you slash development budgets. Not saying that's going to happen, but it's a common pattern in acquisitions.

I think it's enough to know what Nvidia is, how they operate, and what their general strategies are.

Not saying I agree with the analysis... but I am not that optimistic.

Re: Nvidia to Acquire Arm for $40B

#63

Post by boardwaalk »

therealmarv wrote: post #55
rvz wrote: 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…

Have you read the press release at all? It's too early to judge this now. ARM will stay in Cambridge and Nvidia wants to invest in this place.

Corporations say these types of things with every acquisition. It might be true initially and superficially, but that's all.

Re: Nvidia to Acquire Arm for $40B

#64

Post by sillysaurusx »

ladberg wrote: post #44
sillysaurusx wrote: post #38

Earlier quoted context omitted.

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.

The key difference between a TPU and a GPU is that a TPU has a CPU. It's an entire computer, not just a piece of hardware. Is nVidia moving in that direction?

Re: Nvidia to Acquire Arm for $40B

#66

Post by realbarack »

CleanItUpJanny wrote: post #61
rvz wrote: 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…

>long standing tech companies like FAANMG why are people going out of their ways to avoid the obvious and intuitive "FAGMAN" acronym?

Because it has an offensive slur in it

Re: Nvidia to Acquire Arm for $40B

#67

Post by therealmarv »

gautamcgoel wrote: post #20

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…

The problem is more that AMD is sleeping in regard of GPU AI and good software interfaces.

Re: Nvidia to Acquire Arm for $40B

#68

Post by Koshkin »

ChuckMcM wrote: post #2

And there you have it. Perhaps the greatest thing to happen to RISC-V since the invention of the FPGA :-). I never liked Softbank owning it, but hey someone has to. Regarding the federal investment in FOSS thread that was here perhaps CPU architecture would be a good candidate.

The next Apple machine I am going to buy will be using RISC-V cores.

Re: Nvidia to Acquire Arm for $40B

#70

Post by baybal2 »

walterbell wrote: post #33

Talking 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…

Bye bye ARM Mali =(
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