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Decided to create a poll. Do you think is a good deal for NVIDIA (and the semiconductor industry)? Explain why. Do you feel any other player (e.g. Qualcomm, Intel) may be impacted by the acquisition?
My take on the subject: if done well, the acquisition will allow NVIDIA to grow on both mobile (i.e. tegra was never as popular as Mali) and server (ARM is making inroads, check Amazon's Graviton and Fujitsu's super computer: https://www.theverge.com/2020/6/23/21300097/fugaku-supercomputer-worlds-fastest-top500-riken-fujitsu-arm). I imagine that similar to the synergy of AMD buying ATI, Nvidia will be able to design compelling products for laptops and desktops. The deep integration of CPU + GPU will also allow to grow in markets like self-driving vehicles. I think Intel (server market) and Qualcomm (Adreno GPU) will probably be hurt in the medium-long term.
I don’t understand: there is nothing called deep integration. ARM has always enabled its customer why it was not the case with Nvidia. Every company including APPLE uses ARM and they are doing well without really acquiring the company. I would say not a great move for nvidia.
It let’s Nvidia integrate jts GPU architecture as part of the ARM cpu architecture. Essentially putting CUDA on almost every chip out there that’s not Intel/AMD. That’s an amazing deal for Nvidia in the long term
Good deal for nvidia when they are using their all time high stock price to pay for it
We are just getting started ;)
1+1 >> 2 in this case. This is going to change the processor landscape heavily. NVIDIA is the new Intel for the next 2 decades.
Can be the death of ARM if things go sideways after acquisition
It could, indeed, but not probable. Replacing ARM for another architecture (e.g. RISCV) would take massive industry investment and years of hard work. And we are only talking silicon, not even addressing software and the developer ecosystem. Intel spent billions (reportedly 18bi to 22bi) trying to displace ARM from the mobile market. Just like it took ARM about 20 years to have something competitive in the server market, I would assume at least 10 years for another alternative architecture to become competitive on mobile.
> Can be the death of ARM if things go sideways after acquisition. It could, indeed, but not probable. Replacing ARM for another architecture (e.g. RISCV) would take massive industry investment and years of hard work. And we are only talking silicon, not even addressing software and the developer ecosystem. Intel spent billions (reportedly 18bi to 22bi) trying to displace ARM from the mobile market. Just like it took ARM about 20 years to have something competitive in the server market, I would assume at least 10 years for another alternative architecture to become competitive on mobile.
ARM management is already a shit-show when it comes to decision making, strategy or whatsoever. I wish a spin-off by NVIDIA for Arm will bring some change to the conservative and too safe approach of Arm
More important will nvda shoot up tomorrow?
No I would say it has no impact
Up 8% so far 📈