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I'm not so sure that would be the play. Wouldn't it make more sense to bundle their GPU/Cuda IP with new processors like how Qualcomm bundles their SoCs with th

I'm not so sure that would be the play. Wouldn't it make more sense to bundle their GPU/Cuda IP with new processors like how Qualcomm bundles their SoCs with their modems or Intel chipsets with their CPUs? I think the end goal here is to build a bigger moat with CUDA.

fluffy87 6y ago
They can already do that without having to buy ARM. I think they would be expending the money to grow their CPU team. The ARM engineers would be working on making Nvidia CPUs better, neglecting “public” ARM cores. This would hurt small fish, but Apple, Amazon, Google, Tesla, Facebook, etc already have their own in house ARM teams.