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Nvidia to Acquire Arm for $40B

nvidianews.nvidia.com

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Re: Nvidia to Acquire Arm for $40B

#81

Post by gumby »

Koshkin wrote: post #68
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.

Because of this transaction? I’m sure this deal will have absolutely no impact on apple’s deal with ARM.

Apple could of course Afford to invest in RISC-V (and surely has played with it internally) but they have enough control of their future under the current arrangement that it will be a long long time before they feel any need to switch — 15 years at least.

Re: Nvidia to Acquire Arm for $40B

#82

Post by jacques_chester »

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.

My experience of acquisitions is that sweet songs are sung to calm the horses. Then the next financial quarter comes around and the truck from the glue factory arrives.

If you take at face value anything from a press release, earnings call or investor relations website, then I would like to take a moment to share with you the prospectus of Brooklyn Bridge LLC.

Re: Nvidia to Acquire Arm for $40B

#83

Post by saagarjha »

Koshkin wrote: post #68
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.

I suspect you'll be waiting for quite a long time, if not forever.

Re: Nvidia to Acquire Arm for $40B

#84

Post by saagarjha »

bgorman wrote: post #58
bleepblorp wrote: post #31

This isn't going to do good things for anyone who doesn't own a lot of Nvidia stock. This is going to do especially bad things for anyone who needs to buy a cell phone or the SoC that powers one. There's no real alternative to ARM-based phone SoCs. Given Nvidia's business practices, any manufacturer who doesn't already have a perpetual ARM license should expect to have to pay a lot more money into Jensen Huang's reti…

Android worked on x86 and MIPS in the past, it could presumably be ported to work with RISC-V

It might pretty much work today, perhaps with a few config file changes.

Re: Nvidia to Acquire Arm for $40B

#86

Post by sjg007 »

boardwaalk wrote: post #63
therealmarv wrote: post #55

Earlier quoted context omitted.

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.

I doubt they will move all of the talent to the USA. I mean California is nice and all but I think a lot of Brits are happy to stay in Cambridge.

Re: Nvidia to Acquire Arm for $40B

#88

Post by gumby »

andy_ppp wrote: post #24

This sort of stuff really isn’t going to produce long term benefits for humanity is it. Does anyone know if or how Apple will be affected by this? What are the licensing agreements on the ISA?

ARM and Apple go way back (Apple was one of the three original consortium members who founded ARM). I am sure they pay a flat fee and have freedom to do whatever they like (probably other than sub licensing).

Owning ARM would make no sense for them as they would gain no IP but would have to deal with antitrust which would force them to continue licensing the ip to others, which is not a business they are in.

If ARM vanished tomorrow I doubt it would affect apple’s business at all.

Re: Nvidia to Acquire Arm for $40B

#89

Post by staz »

lacker wrote: post #78
CleanItUpJanny wrote: post #61

Earlier quoted context omitted.

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

Netflix really doesn’t belong in the same category as the others. It’s big but not as big, and it isn’t a sprawling conglomerate. Clearly “FAGMA” is the best acronym.

GAFAM is often used in the french speaking world

Re: Nvidia to Acquire Arm for $40B

#90

Post by jacques_chester »

bleepblorp wrote: post #31

This isn't going to do good things for anyone who doesn't own a lot of Nvidia stock. This is going to do especially bad things for anyone who needs to buy a cell phone or the SoC that powers one. There's no real alternative to ARM-based phone SoCs. Given Nvidia's business practices, any manufacturer who doesn't already have a perpetual ARM license should expect to have to pay a lot more money into Jensen Huang's reti…

> This isn't going to do good things for anyone who doesn't own a lot of Nvidia stock.

If it makes you feel any better, studies of acquisitions show that most of them are duds and destroy acquirer shareholder value.

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