So now after the IPO, Nvidia can buy a controlling part in ARM or do a hostile takeover.
SoftBank's Sale of Arm to Nvidia Collapses, Arm to IPO
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Re: SoftBank's Sale of Arm to Nvidia Collapses, Arm to IPO
#72It sort of make sense for Nvidia's shareholders. The initial offering for ARM was only worth $38.5bn, which was already expensive due to SoftBank initial purchase price and not wanting for a loss. But at Nvidia's peak this deal was worth " $87bn ". For a company that makes less than $2B in revenue and at best ~$300M in Operating Income. Remember this isn't something you can buy and milk the crap out of other market p…
Have their profitability prospects taken a hit because of whatever happened at ARM China?
We dont know because Softbank no longer breaks out those number in 2018/2019. But they do give some insight into the level of growth so we could extrapolate from previous year or quarters.
And generally speaking Softbank ( and ARM ) refuse to comment on anything about ARM China.
But that is a good point, it is a potential risk or at least need to be mindful in its valuation.
Re: SoftBank's Sale of Arm to Nvidia Collapses, Arm to IPO
#73Earlier quoted context omitted.
The UK gov is keen for Revolut (another SoftBank investment) to IPO in London as well, but it looks like they're trying to court Americans so they can make a bigger splash there.
Absolutely no chance Revolut lists in London. They're super globally-focused and the founder wouldn't take the loss. Starling bank on the other hand, is a great prospect. It's still founder-controlled, UK-focused, and would be able to join the FTSE 250/100 quite easily where the S&P is beyond its reach.
Why would LSE listing be a loss? Would capital that moves in the US markets have any problem coming to the UK one if they see a good prospect?
Re: SoftBank's Sale of Arm to Nvidia Collapses, Arm to IPO
#74Re: SoftBank's Sale of Arm to Nvidia Collapses, Arm to IPO
#75Earlier quoted context omitted.
Kind of a shame because MIPS is one of the more approachable ISAs if you want to learn assembly
RISC-V was designed to to be a teaching ISP. A minimal RISC-V is not so different from MISP. I don't think you lose much.
> RISC-V was designed to to be a teaching ISP
Do you have a source for this? RISC-V always seemed like it was a production ISA from the get-go
Re: SoftBank's Sale of Arm to Nvidia Collapses, Arm to IPO
#76Hopefully it will end back on the LSE, there was much lamenting here in the UK when SoftBank acquired them. They are one of the UKs biggest tech success, one of our few “unicorns”. For them to be be back on the LSE it would be a good signal of strength in UK tech. I wouldn’t be surprised if there is some lobbying going on behind the scenes from the UK government to try and ensure it happens. Some strategic tax brakes…
Does it matter where it IPOs?
Companies like to IPO where there’s high volume, and LSE doesn’t have much compared to US exchanges. Sadly it’s a chicken + egg problem because LSE is left with older, more legacy UK companies, making it less attractive for modern tech companies to list in.
The LSE could really do with this as a boost and to break the cycle. But this will IPO in the US.
Re: SoftBank's Sale of Arm to Nvidia Collapses, Arm to IPO
#77Earlier quoted context omitted.
Absolutely no chance Revolut lists in London. They're super globally-focused and the founder wouldn't take the loss. Starling bank on the other hand, is a great prospect. It's still founder-controlled, UK-focused, and would be able to join the FTSE 250/100 quite easily where the S&P is beyond its reach.
Why would LSE listing be a loss? Would capital that moves in the US markets have any problem coming to the UK one if they see a good prospect?
This is a bit of a take on the current dynamics - https://www.economist.com/britain/2022/01/29/britains-newly-...
Re: SoftBank's Sale of Arm to Nvidia Collapses, Arm to IPO
#78So now after the IPO, Nvidia can buy a controlling part in ARM or do a hostile takeover.
Buying a controlling stake in ARM or a hostile takeover would still trigger the same regulatory vetting that caused the deal to be called off in the first place.
Re: SoftBank's Sale of Arm to Nvidia Collapses, Arm to IPO
#79if they IPO can Nvidia buy a ton of shares and indirectly buy Arm?
Re: SoftBank's Sale of Arm to Nvidia Collapses, Arm to IPO
#80Why will ARM succeed where MIPS faded into obscurity? (Well, relative obscurity. I see they are still used in media devices and cheap routers.) https://en.m.wikipedia.org/wiki/MIPS_Technologies
> Why will ARM succeed where MIPS faded into obscurity? Because for the mass consumer market needing decent compute power, there is only ARM and x86-64 left, everything else has gone downhill in actual usage - and ARM is way easier to implement with a lot more vendors available than the x86-64 world which is basically Intel vs AMD. The only competition that remains is Loongson for Chinese government purposes, but no…
What about OpenPOWER? It's held its own in the supercomputer race and I don't think IBM is going to stop using it anytime soon.