Earlier quoted context omitted.
Does this mean they are or aren't buying treasure data? What would happen if not?
That would be up to Softbank.
So they aren't buying treasure data then?
Nvidia to Acquire Arm for $40B
651–660 of 784 posts
Re: Nvidia to Acquire Arm for $40B
#652My initial reaction is that this reminiscent of the AMD-ATI deal back in 2006. It almost killed both companies and comparatively, this deal size is much bigger ($40B vs. $6B) for both a more mature industry and companies involved. $40B is an obscene lot of money objectively and what's the endgame for Nvidia? If it's to "fuse" ARM's top CPU designs with their GPU prowess, then couldn't they invest the money to restart…
> what's the endgame for Nvidia?
Announced at ARM TechCon last year: https://www.arm.com/products/silicon-ip-cpu/ai-platform
Re: Nvidia to Acquire Arm for $40B
#653Earlier quoted context omitted.
And you really think more protectionism will help? Maybe part of the problem is that due to so many regulations, there's not a healthy startup ecosystem and the compensation isn't remotely high enough to draw the best talent.
> Maybe part of the problem is that due to so many regulations, there's not a healthy startup ecosystem Reaganomics talking point since the 80s, yet the U.S. constantly relaxes regulations, recently it released even more environmental ones and it looks in parts like Mars. But of course, cut regulations, cut corporate taxes, cut benefits, cut, cut, cut. There's never a failure model for such capitalism apparently. 200…
I know what you are referring to in the US, but that doesn't explain the intra-Europe differences in regulation when it comes to doing business. Like Denmark is number 4, Germany is number 22, and Greece is number 79 on this index? [1] I don't think Denmark (or Norway, at number 9) is exactly an unregulated capitalist paradise where the environment is being destroyed in the name of business.
I say this because I think Europe with a set of consistent regulations and ways of establishing business would serve as a good counterweight to the freewheeling, "anything goes" nature of US capitalism. But I think the fragmentation is its Achilles Heel.
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[1] https://www.doingbusiness.org/en/rankings?region=oecd-high-i...
Re: Nvidia to Acquire Arm for $40B
#654When will Europe realise that there is no second place when it comes to a market - the larger player will always eventually end up owning everything. I can not put into words how furious I am at the UK's Conservative party for not protecting our last great tech company. Europe has been fooled into the USA's ultra free market system (which works brilliantly for the US but is terrible for everybody else). As such Ameri…
Brought?
Re: Nvidia to Acquire Arm for $40B
#655I 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 (wh…
Nvidia might have been an underdog once, but they are now the world's largest chipmaker, even surpassing Intel. https://www.extremetech.com/computing/312528-nvidia-overtake...
Samsung and TSMC are both worth more. America's largest chipmaker.
Re: Nvidia to Acquire Arm for $40B
#656Earlier quoted context omitted.
> The perpetual architecture license folks that make their own cores like Apple, Samsung, Qualcomm, and Fujitsu (I think they needed this for the A64FX, right?) will be fine There is one thing they would need to worry about though, which is that if the rest of the market moves to RISC-V or x64 or whatever else, it's not implausible that someone might at some point make a processor which is superior to the ones those…
> Their best move might be to forget about the architecture license and make the switch to something else with the rest of the market. This assumes that there isn't some other factor in transitioning architecture - this argument could boil down in the mid 2000's to "Why not go x86/amd64", but you couldn't buy a license to that easily (would need to be 3-way with Intel/AMD to further complicate things) Apple has done…
> Apple has done quite well with their ARM license, outperforming the rest of the mobile form factor CPU market by a considerable margin.
But that has really nothing to do with the architecture. They just spent more money on CPU R&D than their ARM competitors. They could have done the same thing with RISC-V, and if that's where the rest of the industry is going, they could be better off going there too. Especially for Mac, since they're about to do a transition anyway. They could benefit from putting it off for another year while they change the target architecture to something the rest of the market might not be expected to avoid in the future.
There is also no guarantee that their success is permanent. They might have done a better job than Qualcomm this year, but what happens tomorrow, if Google throws their hat into the ring, or AMD makes a strong play for the mobile market, or Intel gets their heads out of their butts, or China decides they want the crown and gives a design team an unlimited budget? There is value in the ability to switch easily in the event that someone else is the king of the mountain for a while.
> I don't doubt that they could transition - they've done it successfully 3 times already, even before the current ARM transition.
Just because they can do it doesn't mean it's free.
Really if Intel was shrewd, they'd recognize that they've lost Apple's business already and just sell them an x86 license, under some terms that Intel would care about and Apple wouldn't, like they can only put the chips in their own devices. Then Apple could save themselves the transition entirely and do another refresh with processors from Intel while they put their CPU team to task redesigning their own chips to be x86_64. It would give both Apple and Intel a chance to throw a punch at Nvidia (which neither of them like) while helping both of them. Apple by avoiding the Mac transition cost and Intel by maintaining the market share of their processor architecture and earning them whatever money they get from Apple for the license.
And it gives Intel a chance to win Apple's business back. All they have to do is design a better CPU than Apple does in-house, and Apple could start shipping them again without having to switch architectures. Which is also of value to Apple because it allows them to do just that if Intel does produce a better CPU than they do at any point in the future.
Re: Nvidia to Acquire Arm for $40B
#657Earlier quoted context omitted.
Apple is a much bigger company than Samsung, they can't realistically turn down a contract that big when LG is lying in wait to take all that money.
Not really. Revenues and Profits of Samsung group and Apple are roughly comparable and in many ways Samsung's revenue streams are more diversified and sustainable.. stock valuation notwithstanding.
"stock valuation notwithstanding" Perhaps you were thinking of Samsung Electronics, not Samsung Group.
Re: Nvidia to Acquire Arm for $40B
#658When will Europe realise that there is no second place when it comes to a market - the larger player will always eventually end up owning everything. I can not put into words how furious I am at the UK's Conservative party for not protecting our last great tech company. Europe has been fooled into the USA's ultra free market system (which works brilliantly for the US but is terrible for everybody else). As such Ameri…
Wait - it was OK when ARM was owned by a Japanese company, but suddenly bad when a US company buys them? Being anti-US is not a legitimate point. If anything, nVidia will create new market opportunities and expand existing ones for ARM. They have already said they will be expanding their UK presence. Maybe don't react so emotionally next time.
Re: Nvidia to Acquire Arm for $40B
#659When will Europe realise that there is no second place when it comes to a market - the larger player will always eventually end up owning everything. I can not put into words how furious I am at the UK's Conservative party for not protecting our last great tech company. Europe has been fooled into the USA's ultra free market system (which works brilliantly for the US but is terrible for everybody else). As such Ameri…
ARM was second place in laptops for quite a while (arguably still.)
Re: Nvidia to Acquire Arm for $40B
#660I 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 (wh…
I'm excited to see what technology is being brought to the table. I don't think that Nvidia will settle with being only second to Apple's CPUs in performance.