Arm co-founder: Sale to Nvidia would be a disaster
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Re: Arm co-founder: Sale to Nvidia would be a disaster
#2Any other real non US company can benefit from it except Chinese companies ?
Re: Arm co-founder: Sale to Nvidia would be a disaster
#3Sounds like a protectionist who doesn't want ARM to be owned by any foreign entity.
"most of the licensees are competitors of Nvidia"
Is this true? It seems like quite a stretch. Nvidia doesn't offer a chipset for the mobile, battery powered market(it tried, and gave up because of competition from Qualcomm).
Re: Arm co-founder: Sale to Nvidia would be a disaster
#4Any other real non US company can benefit from it except Chinese companies ?
There are all kinds of Euro-based electronics firms such as Alcatel or Phillips or Siemens.
Re: Arm co-founder: Sale to Nvidia would be a disaster
#5conversely, it may be just what RISC-V needs to go mainstream sooner.
Re: Arm co-founder: Sale to Nvidia would be a disaster
#6Sounds like a protectionist who doesn't want ARM to be owned by any foreign entity. "most of the licensees are competitors of Nvidia" Is this true? It seems like quite a stretch. Nvidia doesn't offer a chipset for the mobile, battery powered market(it tried, and gave up because of competition from Qualcomm).
> Sounds like a protectionist who doesn't want ARM to be owned by any foreign entity.
Should've thought of that before they sold it to a Japanese fund.
Re: Arm co-founder: Sale to Nvidia would be a disaster
#7Any other real non US company can benefit from it except Chinese companies ?
Some companies business models are simply better when they are independent rather than taking ‘strategic’ guidance from a parent company.
If Nvidia does buy ARM it’s time to buy stock in anyone who does RISC-V
Re: Arm co-founder: Sale to Nvidia would be a disaster
#8I'm in agreement. nVidia's history of not playing nicely with others does not make this sound like a good deal, especially for entrenched ARM vendors. (Apple won't be phased; they basically design everything themselves, so they don't really even care about the direction of ARM or the architecture. They could hard fork tomorrow, or two years ago, and nobody will notice since they're entirely vertically integrated.)
But, on the plus side, it's the biggest opportunity RISC-V will ever get. Almost overnight anyone who was building ARM cores will suddenly see investments in RISC-V prudent as a hedge against nVidia's future core designs not being licenseable. SiFive will very quickly become a multi-billion dollar organization...
Re: Arm co-founder: Sale to Nvidia would be a disaster
#9Any other real non US company can benefit from it except Chinese companies ?
Infineon?
Re: Arm co-founder: Sale to Nvidia would be a disaster
#10I think he's right. A sale to Nvidia would be detrimental to ARM's current business model - now Nvidia may have other plans but the thought of that would certainly scare existing licensees even more.
Should the UK government intervene? Yes. Will they? Probably not.
The detail here is more nuanced than protectionist vs free market - but I don't think most people realise that and see it as just protectionism. It isn't I don't think.