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Nvidia to Acquire Arm for $40B

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661–670 of 784 posts

Re: Nvidia to Acquire Arm for $40B

#661

When 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…

Bad for the US as well.

A monoculture is bad. Any monoculture.

Re: Nvidia to Acquire Arm for $40B

#662
post #551
post #251

Earlier quoted context omitted.

He just responded to a complaint that nVidia hardware wasn't working with "nVidia is the worst company we've dealt with". I don't think that's "out of touch", it's pretty much the kind of stuff his job description entails. If you don't like his style, fair enough, but if the leader of a project says "company X is the worst company we deal with" then that doesn't inspire a whole lot of confidence.

AFAIK the debate was mostly settled by NVIDIA submitting their own EGLStreams backend for Wayland (that promptly exposed a bunch of Wayland bugs). So difficult to work with, that NVIDIA, asking to do something different and then submitting their own code to implement it! https://www.phoronix.com/scan.php?page=news_item&px=EGLStrea... AFAIK it also ended up being literally a couple thousand lines of code, not some mas…

Thank you for this comment. I learned quite a bit! As an investor it makes sense to go with a company that takes the profit for a renovation for a while.

Re: Nvidia to Acquire Arm for $40B

#663
post #520

Earlier quoted context omitted.

It could be Nvidia just wants ARM's profits and leave them alone, but I don't understand why Nvidia would spend 40 billion dollars on that. They spend 40 billion on the control of a company, why would they do that if they just would leave them be? Surely they want to exercise that control in some way for their own goals. Especially a company like Nvidia which (in my linked comment) has a proven track record of not un…

> They spend 40 billion on the control of a company, why would they do that if they just would leave them be? Well, the optimistic reason would be talent-share. nVidia has a lot of chip designers, and ARM has a lot of chip designers, and having all of them under one organization where they can share discoveries, research and ideas could benefit all of nVidia's products.

Or to make sure they can't be left in the dirt by somebody else. If Apple, for example, would have bought ARM, I could imagine them quite hostile to NVIDIA.

Re: Nvidia to Acquire Arm for $40B

#664

When 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…

And if Europe develop a company that threatens US leading tech / surveillance companies like Facebook / Google, or becomes the leader of the next tech wave, be prepared for US government actions to take it down. See: Japanese semi conductor industry in the 80s, Alstim, Bombardier, Tiktok.

Re: Nvidia to Acquire Arm for $40B

#665
post #645
post #531

Earlier quoted context omitted.

I wouldn't use the term "unfair" here. There's also just three x86 licensees in the world and people don't usually consider that an affront. You buy, you control, that's how the world works. But I do think it's important that we recognize that we're going from a position of tremendous competitiveness to a much less competitive situation. And that will be a situation where ARM will be tightly controlled and much less…

> You buy, you control, that's how the world works. Only in countries with poor regulators like the states does it work like this.

No, it works like that all across the world in fact.

It works like that in Japan: say hello to the many giant conglomerates that rule their economy top to bottom.

It works like that in South Korea: say hello to Samsung, roughly 12% of South Korea's GDP in a given year (Walmart by contrast is equal to 2.5% of US GDP, and that's crazy big).

It works like that in Germany: say hello to a parade of big old industrial giants that have dominated their economy for most of the past century and will continue to.

It works like that in China, openly so: they intentionally go out of their way to promote giant national champions at the expense of everyone else.

It works like that in France: their largest corporations and richest individuals are even larger in relation to their economy and national wealth than they are in the US (say hello to Arnault, Bettencourt, Pinault and the Wertheimers).

It works like that in Russia: say hello to the countless, directly state protected oligarchs. Threaten their interests, you die. Their approach is super simple.

It works like that in Italy and Spain, which are both dominated by old, large corporations and family interests. Which heavily explains their forever economic stagnation.

It even works like that in Switzerland: ever see how large their financial companies are in relation to the economy? Who do you think actually runs Switzerland? Their banks are comically outsized versus the size of the economy.

It completely works like that in Brazil and India.

It works like that across all of the Middle East, to a much greater degree than most anywhere else.

It works like that in second tier economies, including: Poland, Mexico, Argentina, Romania, Turkey, Thailand.

It works like that in poor countries, including: Vietnam, Indonesia, Philippines, Ukraine, South Africa, Pakistan, Bangladesh.

Re: Nvidia to Acquire Arm for $40B

#666

When 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…

And if Europe develop a company that threatens US leading tech / surveillance companies like Facebook / Google, or becomes the leader of the next tech wave, be prepared for US government actions to take it down. See: Japanese semi conductor industry in the 80s, Alstim, Bombardier, Tiktok.

It doesn't even have to be the US government itself doing this; US companies are becoming large and strong enough to do as they please without regard to what lesser organizations and even countries have to say.

Perhaps governments around the world should do what the US did (and still does) to foreign companies before its too late.

Re: Nvidia to Acquire Arm for $40B

#667
post #645
post #531

Earlier quoted context omitted.

I wouldn't use the term "unfair" here. There's also just three x86 licensees in the world and people don't usually consider that an affront. You buy, you control, that's how the world works. But I do think it's important that we recognize that we're going from a position of tremendous competitiveness to a much less competitive situation. And that will be a situation where ARM will be tightly controlled and much less…

> You buy, you control, that's how the world works. Only in countries with poor regulators like the states does it work like this.

American company buys a British company from a Japanese company.

How exactly is this only like in the states?

Re: Nvidia to Acquire Arm for $40B

#668

Earlier quoted context omitted.

Noob question: how does the x86 licensing work? Does Intel still own the rights? Why would they license to AMD? Why don’t they license to others?

Very briefly: - They don't license because they can make a lot more money manufacturing the chips themselves. - AMD also has the right to x86 because Intel originally allowed them to build x86 compatible chips (some customers insisted on a 'second source' for cpus) and following legal action and settlements between the two companies over the years there is now a comprehensive cross licensing agreement in place. [1] -…

some customers? I heard it was IBM.

Re: Nvidia to Acquire Arm for $40B

#669

When 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…

And if Europe develop a company that threatens US leading tech / surveillance companies like Facebook / Google, or becomes the leader of the next tech wave, be prepared for US government actions to take it down. See: Japanese semi conductor industry in the 80s, Alstim, Bombardier, Tiktok.

They have yet to do this with rare earth metals, which represent a huge strategic threat to both the US and much of the rest of the world to rely on China for a vast majority of the supply.

Re: Nvidia to Acquire Arm for $40B

#670

Earlier quoted context omitted.

That would be up to Softbank.

So they aren't buying treasure data then?

Looks like they continue as independent company, owned by Softbank, https://blog.treasuredata.com/blog/2020/09/14/nvidia-to-acqu...

> The transaction does not include Arm’s IoT Services Group, which is made up of Treasure Data and Arm’s IoT Platform business.

> Back in July, Arm announced a proposed transfer to separate Treasure Data from its core semiconductor IP licensing business, enabling Treasure Data to operate as an independent business. That separation is on track and will be completed before the close of the NVIDIA transaction. Most importantly, you should not see any disruption in our service or support as a result of this news.

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