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He's absolutely right. Unless there is a 100% firewall between ARM and Nvidia then Nvidia will influence ARM to move in directions that help Nvidia's wider busi

He's absolutely right. Unless there is a 100% firewall between ARM and Nvidia then Nvidia will influence ARM to move in directions that help Nvidia's wider business and not the ARM ecosystem as a whole - and that will adversely affect everyone who uses an ARM CPU - and that's basically everyone. I don't believe that such a firewall is possible in any event. Who will enforce it? For those who are saying that it's great as it will give RISC-V a boost. Fine in principle, but how long will it take before the RISC-V ecosystem is anywhere near comparable to ARM in mobile? One final point: the UK government is now considerably more interventionist than at any time in the recent past. Not completely impossible that they intervene in this in some way.

sharken 6y ago
I agree that this deal is good for Nvidia only and will hurt ARM CPU usage. Nvidia is right now not in the same league as Intel/Apple, but having the most successful consumer and corporate GPU business along with control of Arm architecture CPUs puts them in the same league in my opinion. That kind of dominance is never good for consumers. Having worked for a company that was acquired and became a daughter company, such a setup is not enough of a firewall. Slowly, the acquiring company will modify internal systems and internal processes until there is not much left of the original company. And many key employees will leave as they don't identify with the way things are being done. I would like to think that acquisitions can be a good thing, but that's not the case in my experience.
- thrwyoilarticle 6y ago
  Nvidia are worth more than Intel.
  - sharken 6y ago
    It is, although it's just in the last month: https://www.tomshardware.com/news/Nvidia-stock-beats-intel https://www.tomshardware.com/news/Nvidia-stock-beats-intel In October 2019 the market cap was 226B vs 108B in favor of Intel. https://www.forbes.com/sites/greatspeculations/2019/10/10/how-does-nvidias-valuation-compare-to-its-peers/#bf4a6d535c08 https://www.forbes.com/sites/greatspeculations/2019/10/10/ho...
valuearb 6y ago
OneWeb cost $500M, SoftBank wants $32B+. Not gonna happen.

sharken 6y ago

I agree that this deal is good for Nvidia only and will hurt ARM CPU usage. Nvidia is right now not in the same league as Intel/Apple, but having the most successful consumer and corporate GPU business along with control of Arm architecture CPUs puts them in the same league in my opinion. That kind of dominance is never good for consumers. Having worked for a company that was acquired and became a daughter company, such a setup is not enough of a firewall. Slowly, the acquiring company will modify internal systems and internal processes until there is not much left of the original company. And many key employees will leave as they don't identify with the way things are being done. I would like to think that acquisitions can be a good thing, but that's not the case in my experience.

thrwyoilarticle 6y ago
Nvidia are worth more than Intel.
- sharken 6y ago
  It is, although it's just in the last month: https://www.tomshardware.com/news/Nvidia-stock-beats-intel https://www.tomshardware.com/news/Nvidia-stock-beats-intel In October 2019 the market cap was 226B vs 108B in favor of Intel. https://www.forbes.com/sites/greatspeculations/2019/10/10/how-does-nvidias-valuation-compare-to-its-peers/#bf4a6d535c08 https://www.forbes.com/sites/greatspeculations/2019/10/10/ho...

valuearb 6y ago

OneWeb cost $500M, SoftBank wants $32B+. Not gonna happen.