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Thread: Nvidia announces $40bn Arm acquisition

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    Re: Nvidia announces $40bn Arm acquisition

    Quote Originally Posted by darcotech View Post
    I would have thought that Apple wouldn't let this happen. They have money (cash) to buy ARM.
    Apple, the sharing & caring company. they'd probably stop all licensing if they bought it.

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    Re: Nvidia announces $40bn Arm acquisition

    Quote Originally Posted by Yoyoyo69 View Post
    They've been doing the same with TikTok lately too, I don't use it personally, but the US are struggling to contain China.
    China are just going to slowly side step the US. The US are mistakenly thinking China needs to sell to the US. They don't - there is plenty of other places to sell. Its doesn't matter how good, your products are if you can get 10 of lower quality for the same price elsewhere (and you can't afford the expensive one!). The US are just forcing China to become less and less dependent on the US.
    Trust

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    Re: Nvidia announces $40bn Arm acquisition

    Selling to Nvidia takes it out of UK hands?
    How is this any different to SoftBank having it, we’ll be losing out in any case, no doubt govt. will let it go because of friends in high places...

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    Re: Nvidia announces $40bn Arm acquisition

    Quote Originally Posted by [GSV]Trig View Post
    Selling to Nvidia takes it out of UK hands?
    How is this any different to SoftBank having it, we’ll be losing out in any case, no doubt govt. will let it go because of friends in high places...
    they'll let it go because they can't see the value of it. They're thick as pig manure and only care about their ego. But its not much different to china having it. The horse bolted some time ago. In that respect shutting the door now would be too late. They had the opportunity to bring it back to the UK but they're so busy breaking international laws to think about strategic economic planning. Maybe it's because they know their won't be much of an economy in 12-24 months time?

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    Re: Nvidia announces $40bn Arm acquisition

    Quote Originally Posted by darcotech View Post
    Oh boy, things will be so interesting.
    - What will be Apple's take on this? They hate Nvidia and have a very important and strategic interest in ARM technology.real
    - What about Intel and AMD? They will get a real heat from Nvidia.
    Apple have an architecture licence and do their own thing with it. I can't see they will care.
    Intel and to some degree AMD will be eyeing the server market if Nvidia are attacking that.

    - How this will impact Chinese ARM-based SoCs?
    As others have said, they will not be able to update to newer cores to update their chips. What they have now is all they will have, and they will lose support making the use of their existing licences.

    I would have thought that Apple wouldn't let this happen. They have money (cash) to buy ARM.
    They don't need to, they don't care. Some people are worried that Nvidia won't be seen as neutral enough, but they are basically a component supplier and have no skin in the mobile, IoT etc games. Apple if in charge of ARM could stop Samsung getting the latest cores to obvious harm, I can't see any reason why Nvidia would do that.

    x86 based CPUmakers will be under even more pressure from now on. They need to up their game, like a lot.

    Chinese will maybe turn to RISCV or some other non-US controlled technology? Is SPARC under open "source" side of the things?
    Ironically I can see Nvidia switching their graphics cards away from the current RISC-V based embedded command processor to an ARM cpu if they have the expertise on tap. SPARC is a mess by modern standards, and RISC-V is from one of the chief architects of MIPS making RISC-V the obvious way forward.

    ISTR that Power was opened up too, but again it doesn't seem a good fit to the modern world.

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    Re: Nvidia announces $40bn Arm acquisition

    Quote Originally Posted by ik9000 View Post
    well done UK gov. Cutting your ARM off to spite your face. We should never have let it go overseas. We are run by narcissistic morons with no long-term strategy whatsoever
    What on earth are you talking about?

    ARM was a wholly owned British company for over 30yrs.

    Absolute load of hot garbage being posted here about this topic, and why am I not surprised the usual crowd of sore 'Remoaners' are bringing Brexit into it... , idiots.

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    Re: Nvidia announces $40bn Arm acquisition

    While I can see the benefits for nvidia in the server space seeing as they keep pushing their 'gpu's' for the main processing I still can't say I'm keen on the idea of Nvidia owning Arm.

    Hopefully the UK will use it's common sense (unlikely) on this and stick in some pretty 'strong' security for the UK side of things....

    Can't say I like the USA 'control' of it either especially with the way they've been blocking china (a huge competitor) from accessing stuff of late, that's only going to come back to hurt them and likely us later on.

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    Re: Nvidia announces $40bn Arm acquisition

    Quote Originally Posted by [GSV]Trig View Post
    Selling to Nvidia takes it out of UK hands?
    How is this any different to SoftBank having it, we’ll be losing out in any case, no doubt govt. will let it go because of friends in high places...
    The main issue is Japan tends to very neutral about export permissions,the issue is US Cfius regulations come into play. So for example if the US has a spat with another country,and we don't any UK products which use ARM technologies,will be by proxy subject to it.

    This is why multiple countries are now moving towards indigenous CPU development. India,and a few European countries are using RISC-V. Russia is using Elbrus,and China has MIPs like designs and a few others IIRC.

    It means,they can use subsitution of "controlled" parts when exporting to other countries. France has carved out a very profitable niche in defence and aerospace exports because of this.An example is airliners and something as simple as the avionics suite or fly by wire systems.
    Last edited by CAT-THE-FIFTH; 14-09-2020 at 02:55 PM.


    Those despicable Elk,stealing the pond weed!

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    Re: Nvidia announces $40bn Arm acquisition

    you will see a rather strong serge in sales of nvidia stock over the coming months ..
    people in tech know whats going to happen ..
    but the uk gov can still say no .. which they should ..
    What does it matter now if men believe or no?
    What is to come will come. And soon you too will stand aside,
    To murmur in pity that my words were true
    (Cassandra, in Agamemnon by Aeschylus)

    To see the wizard one must look behind the curtain ....

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    Re: Nvidia announces $40bn Arm acquisition

    Quote Originally Posted by DanceswithUnix View Post
    Apple have an architecture licence and do their own thing with it. I can't see they will care.
    Intel and to some degree AMD will be eyeing the server market if Nvidia are attacking that.
    I'm a bit ignorant on how the licencing works, is Apple's licence secure since they did co-found ARM? Or could Nvidia revoke it/deny it's renewal when it expires?

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    Re: Nvidia announces $40bn Arm acquisition

    Quote Originally Posted by Bagpuss View Post
    What on earth are you talking about?

    ARM was a wholly owned British company for over 30yrs.

    Absolute load of hot garbage being posted here about this topic, and why am I not surprised the usual crowd of sore 'Remoaners' are bringing Brexit into it... , idiots.
    Where did that post mention brexit?

    The UK government should never have let ARM be sold to China. How is that anything to do with Brexit? You ok there Bagpuss? Sounds like you need to calm down.

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    Re: Nvidia announces $40bn Arm acquisition

    Quote Originally Posted by chj View Post
    I'm a bit ignorant on how the licencing works, is Apple's licence secure since they did co-found ARM? Or could Nvidia revoke it/deny it's renewal when it expires?
    It wouldn’t surprise me if Apple saw this coming, they’re already moving away from Intel so I wouldn’t be shocked if they’re at least thinking of cooking something up down the road...

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    Re: Nvidia announces $40bn Arm acquisition

    Quote Originally Posted by ik9000 View Post
    The UK government should never have let ARM be sold to China.
    Well that's good seeing as Softbank, the soon to be ex owners of ARM...are Japanese.

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    Re: Nvidia announces $40bn Arm acquisition

    Quote Originally Posted by Bagpuss View Post
    Well that's good seeing as Softbank, the soon to be ex owners of ARM...are Japanese.
    True, though I was responding to someone asking how it's any different nvidia having it to China having it. The point still stands though. Sale of company overseas = no meanginful say in what then happens to it. Not a wise strategy IMO.

    Also Softbank has JV with, and significant shares in, a number of Chinese firms. (Same applies for other countries too) but just because something is headquartered in one place doesn't mean you don't look at the whole portfolio. Those include Chinese competitors to facebook, self-driving vehicles, etc - companies with a potential interest in chip designs.

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    Re: Nvidia announces $40bn Arm acquisition

    Lets not let this one get closed chaps, dont make it about Brexit. No name calling either.

    Jeez !

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    Re: Nvidia announces $40bn Arm acquisition

    Quote Originally Posted by ik9000 View Post
    True, though I was responding to someone asking how it's any different nvidia having it to China having it. The point still stands though. Sale of company overseas = no meanginful say in what then happens to it. Not a wise strategy IMO.

    Also Softbank has JV with, and significant shares in, a number of Chinese firms. (Same applies for other countries too) but just because something is headquartered in one place doesn't mean you don't look at the whole portfolio. Those include Chinese competitors to facebook, self-driving vehicles, etc - companies with a potential interest in chip designs.
    Softbank has it's fingers in a whole shedload of pies... which is the main reason they are offloading ARM
    Old puter - still good enuff till I save some pennies!

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