NVIDIA Could Purchase ARM after the Summer already
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ent
"Hauser should have probably made that point four years ago, when Softbank help $32 billion in front of their nose, which they all gladly accepted."
Hermann Hauser was against the deal with Softbank:
https://www.bbc.com/news/business-36827769
So this remark is in really poor taste in my opinion.
anticupidon
May God have mercy on us, ARM under Nvidia will be nothing short of royalties and licensing on the expensive side.
cryohellinc
Maybe Nvidia will innovate - but at the cost of us, the consumers. So the prices will go up, most likely significantly across the board.
thesebastian
I think in ARM, then I think in Nvidia as the Owner. And for some reason I start imagining a 2000 USD price tag hi end smartphone with a "Titan Cortex" Snapdragon.
itpro
😱 😱 😱
fantaskarsef
Do they really need Nvidia for that? Look at Samsung's Note 20 Ultra 5G, already selling for ~ €1.350 at some places, ~$1300 too. iPhone 11 Pro Max for $1.449 at Apple's own US shop, at the Austrian Apple shop €1.649!
Martin5000
The commitments softbank had to commit to before they were allowed to purchase ARM must still be in effect if they choose to sell right ?
The UK gov should of never allowed the sale of ARM in the first place.
Martin5000
what are nvidias competitors going to do now if nvidia have control of the ip they use in their hardware. like giving the keys to a fox to the chick pens.
k3vst3r
They could technically stifle competition by making Arm run best with Nvidia gpu chipsets and impose heavy tariffs on competitors gpu solutions etc. Sure they will improve stuff, but at what cost to the consumer.
cucaulay malkin
which is already what softbank is doing but yeah,let's talk more shit for likes
thesebastian
On the bright side, we have some one hand budget phones that are totally fine for most of the people, like the Pixel 4A at 350 USD. I might get a 5A or 6A in the future, if they keep this trend
moo100times
This will be bad for the end user, but great for nvidia business propositions. I do wonder how apple, google, qualcomm, mediatek and all the other companies doing semi-custom silicon (amazon for example for their servers) will adapt with potential licensing and cost issues.
Could potentially shift the landscape quite drastically and rather quickly.
Serotonin
So this will essentially become tegra part 2?
schmidtbag
I assume you haven't hard of the new Motorola Razr?
Yes, this is exactly what I'm thinking - ARM will improve, but it will likely cost more and be less competitive.
I guess the good thing is RISC-V is finally maturing enough where that might be a better alternative for some.
Here's what I don't get though:
Surely, Apple would want to prevent this from happening. Unlike Nvidia, Apple is going to become entirely dependent on ARM. Nvidia and Apple don't exactly get along, so surely, Nvidia could screw over Apple's new ARM-based Macs out of spite. Unlike Samsung (which also has a beef with Apple), Nvidia is willing to burn bridges.
Dribble
I am amazed Apple don't want to buy ARM - even if just for the IP. They want to make their own cpu's and they are based on ARM. 32 billion is just small change to them.
As much as Nvidia isn't great, I am still hoping this goes through before Apple wake up and decide they want it. At least Nvidia will want license and work with other companies (even if they will charge an extra leg 🙂 ). They will also probably be pretty good at pushing ARM forward and keeping it competitive. If Apple got ARM that would be it, no ARM for anyone but Apple.
JamesSneed
I kind of hope Nvidia buys ARM it just might be the push everyone needs to mature RISC-V. RISC-V has tons of backers but not a ton of money has been used to make RISC-V what it can become.
kings
If it happens, I think it would be very good for Nvidia, its position in the market would be strengthened, since they stopped relying on third parties for the CPU part. They could for example start having several "all Nvidia" solutions, mainly on servers, at the same time that they would have a constant income as a result of licensing. ARM nowadays is in almost everything, even in the simplest home appliances.
Nvidia would also have the human and financial means to accelerate the development of ARM, especially on the GPU side. Mali is lagging behind the competition, so an Nvidia solution would be a good upgrade.
Kaarme
It would be really weird if competition/antitrust agencies have got nothing to say about this.
Exodite
I'm sure they'd like to, they probably realize the odds of such a deal passing regulators is slim to none.
Apple is the number 2 player (by platform) in the smartphone space and about to become the first "real" player with ARM-based PCs.
The idea that they'd be allowed to own ARM is, well, ludicrous.
So I get that.
What I don't get is why Nvidia seems to believe they'd be fine given the same circumstances. Sure, they're not quite as obviously involved in the same markets but they're huge in the semiconductor market overall and they'd stand to gain leverage over several of their direct competitors by purchasing ARM.
Maybe they end up being correct and get permission to buy ARM where Apple wouldn't, though that would a truly terrible development.
#2020 I suppose. 🙁
Kaarme
I could envision Nvidia wanting to develop a super-ARM CPU that could replace x86-64 in servers/supercomputers, being sufficient to drive their GPUs. If they owned ARM, they could potentially prevent others from doing the same. Since customers do want Nvidia GPUs in those solutions, Nvidia could give them good incentives to choose one run by such a super-ARM, instead of AMD or Intel CPU. Once a customer went down such a path, they might also stick to it in the future more easily.
