Re:SoftBank set to sell UK’s Arm Holdings to Nvidia for $40B
by dippersauce on Sunday September 13, 2020 @07:43AM
(#24460183)
Looking through the doomsayers in this thread, this is the result I believe to be most likely. If ARM goes belly up through gross mismanagement, then the laurels will be taken up by someone else. I think another aspect to consider is the perpetual license agreements ARM holds with several other businesses. I think this may muzzle Nvidia to some extent.
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Re:SoftBank set to sell UK’s Arm Holdings to Nvidia for $40B
by ethbr0 on Sunday September 13, 2020 @11:53AM
(#24461612)
ARM also has well-funded competition in many spaces in the form of Intel and AMD. And to a lesser extent in Apple, Qualcomm, and Samsung.
And while people may grouse about many things, chiefly paying a perceived Nvidia tax, I don't think anyone would accuse Nvidia of being strategically incompetent.
The more likely negative outcome seems to be that Nvidia would steer future ARM development so that their CPU+GPU solutions are more performant than anything anyone else can afford to produce.
Which seems like a negative... but far from the worst negative.
TBH, I think ARM's non-GPU business isn't interesting enough to Nvidia to screw with.