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Nvidia to Acquire Arm for $40B

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Re: Nvidia to Acquire Arm for $40B

#711

Post by pjmlp »

klelatti wrote: post #627
bigyikes wrote: post #620

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] -…

Those cross licenses are the only reason why this laptop isn't running on Itanium, without them there wouldn't exist AMD64.

Re: Nvidia to Acquire Arm for $40B

#712

Post by pjmlp »

ngcc_hk wrote: post #693
adventured wrote: post #665

Earlier quoted context omitted.

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 gian…

Yes. But are they successful. It is AMD that kick intel not the other way round both architecture x86 64 bit) and now through working with others (Taiwan which is not in your list) to break their hardware. Might and reality is not right. We need competition. We adore competition. And even the countries you quote many do have competition. You just do not innovate and of course one can try to stop and rest. But the wor…

Without AMD I could be enjoying Itanium nowadays.

Re: Nvidia to Acquire Arm for $40B

#713

Post by mantap »

KptMarchewa wrote: post #641
Barrin92 wrote: post #639

Earlier quoted context omitted.

tech is only 10% of the US economy, and European nations are much more reliant on free-trade. Germany in particular, whose exports constitute almost 47% of their GDP, globally only comparable to South Korea for a developed nation. I get that Hackernews is dominated by people working in software and software news, but as a part of the real economy (and not the stock market) it's actually not that large and Europe does…

Only because of EU. Intra-EU trade is more comparable to trade between US states then true international trade.

I'd say the opposite, intra-EU trade is more like international trade, at least for B2C. Each country has its own national market situation, companies cannot easily expand to the entire EU because in every EU country they will find different local competitors who know the local market much better than they do. Every product has to be localised for the local language and culture. All marketing has to be localised.

Despite efforts to the contrary the EU functions as a glorified free trade zone, half a century of integration cannot beat 1000 years of fragmentation.

Re: Nvidia to Acquire Arm for $40B

#714

Post by yvdriess »

Followerer wrote: post #525
yvdriess wrote: post #471

Earlier quoted context omitted.

> NVIDIA already has an CPU architect team building their own ARM CPUs with an unlimited ARM license. Famously, the Tegra SoCs, as used in the Nintendo Switch.

No. Precisely the Tegra SoC within the Nintendo Switch (X1) uses ARM Cores. Specifically A57 and A53. NVIDIA's project to develop their own v8.2 ARM-based chip is called Denver.

What do you define the difference between an in-house developed SoC with ARM-IP Cores and Denver's "ARM-based chip"? It is going to be a new architecture, but using a mix of ARM IP blocks and in-house IP following the ARM ISA?

Re: Nvidia to Acquire Arm for $40B

#715

Post by royroyroys »

tooltalk wrote: post #691
headsupftw wrote: post #657

Earlier quoted context omitted.

"stock valuation notwithstanding" Perhaps you were thinking of Samsung Electronics, not Samsung Group.

There isn't really much outside Samsung Electronics in terms of revenue/profit.

Samsung SDS made $635 million in profit in 2019 which I think was higher than ARM? As far as I'm aware the 'Samsung Group' doesn't actually have all the companies under that so it's difficult to see what the overall revenue/profit is of the entire 'group'. It has quite a few other companies, like heavy industries, insurance, asset management, etc and I think they all have thousands of employees and are very large companies in their industries so I'd be surprised that when combined the other companies weren't significant. Did you have any data on this?

Re: Nvidia to Acquire Arm for $40B

#716

Post by monoclechris »

fishermanbill wrote: post #637

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…

I can not put into words how ill-informed you are.

Re: Nvidia to Acquire Arm for $40B

#717

Post by reader_mode »

KptMarchewa wrote: post #641
Barrin92 wrote: post #639

Earlier quoted context omitted.

tech is only 10% of the US economy, and European nations are much more reliant on free-trade. Germany in particular, whose exports constitute almost 47% of their GDP, globally only comparable to South Korea for a developed nation. I get that Hackernews is dominated by people working in software and software news, but as a part of the real economy (and not the stock market) it's actually not that large and Europe does…

Only because of EU. Intra-EU trade is more comparable to trade between US states then true international trade.

Not true at all - EU does make things simpler but it's still very different legal systems, currencies and even languages.

Re: Nvidia to Acquire Arm for $40B

#718

Post by read_if_gay_ »

bitL wrote: post #704
nitrobeast wrote: post #664

Earlier quoted context omitted.

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.

One could argue that's what happened to NOKIA - the only non-US company controlling the largest growing market at the time. For anyone saying that it was dead already, you don't understand that despite minimal presence on the US market it controlled over 60% of the world's market and that could have lasted much longer due to loyalty of customers and upcoming MeeGo (that even US reviewers liked) if it wasn't Eloped.

Everyone I know here in Europe thought Nokia was dead when MS bought it.

Re: Nvidia to Acquire Arm for $40B

#719

Post by emptyfile »

KptMarchewa wrote: post #641
Barrin92 wrote: post #639

Earlier quoted context omitted.

tech is only 10% of the US economy, and European nations are much more reliant on free-trade. Germany in particular, whose exports constitute almost 47% of their GDP, globally only comparable to South Korea for a developed nation. I get that Hackernews is dominated by people working in software and software news, but as a part of the real economy (and not the stock market) it's actually not that large and Europe does…

Only because of EU. Intra-EU trade is more comparable to trade between US states then true international trade.

Why? What's the difference between USA-Mexico trade in car parts and intra-EU trade in car parts?

Re: Nvidia to Acquire Arm for $40B

#720

Post by johannes1234321 »

Followerer wrote: post #564
edderly wrote: post #513

Earlier quoted context omitted.

I agree with the general sentiment here, but ARM is not exactly Snow White. It's an open secret that ARM was (and still is) selling the CPU design at a discount if you integrated their Mali (GPU). This isn't relevant to Nvidia today, but it was when they were in the mobile GPU space. Also this caused obvious problems for IMGtec and other smaller GPU players like Vivante.

" It's an open secret that ARM was (and still is) selling the CPU design at a discount if you integrated their Mali (GPU)." Why is that bad? Not only it's common business practice (the more you buy from us, the cheaper we sell), it also makes sense from the support perspective. Support the integration between their cores and a different GPU would be more work for them than integration of their cores with their own GP…

A question is how big those discounts are.

Microsoft have away a free browser with their operating system - leaving little room for other browser vendors to serve that market.

Each ARM design deal including a GPU for cheap leaves little room for other GPU vendors.

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