Re:Nvidia is reportedly in ‘advanced talks’ to buy ARM for m...
by walterbell on Saturday August 01, 2020 @06:06PM
(#24024297)
The goal of independence is typically to execute on a vision.
According to some comments in this thread, the alternative is the slow destruction of the neutral Arm ecosystem. While some new baseline could be established in a few years, many Arm customers could face a material disruption in their supply chain.
With the US Fed supporting public markets, including corporate bond purchases of companies that include automakers with a supply chain dependent on Arm, there is no shortage of entities who have a vested interest in Arm's success.
If existing Arm management can't write a compelling S1 in the era of IoT, satellites, robots, edge compute, power-efficient clouds, self-driving cars and Arm-powered Apple computers, watches, and glasses, there will be no shortage of applicants.
According to some comments in this thread, the alternative is the slow destruction of the neutral Arm ecosystem. While some new baseline could be established in a few years, many Arm customers could face a material disruption in their supply chain.
With the US Fed supporting public markets, including corporate bond purchases of companies that include automakers with a supply chain dependent on Arm, there is no shortage of entities who have a vested interest in Arm's success.
If existing Arm management can't write a compelling S1 in the era of IoT, satellites, robots, edge compute, power-efficient clouds, self-driving cars and Arm-powered Apple computers, watches, and glasses, there will be no shortage of applicants.