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People who say that Nvidia "gonna destroy ARM" know nothing about Nvidia. All their history Nvidia live on lock-in integrations and for profiting from that they
by SXX 6y ago
People who say that Nvidia "gonna destroy ARM" know nothing about Nvidia. All their history Nvidia live on lock-in integrations and for profiting from that they need ARM alive and thriving. A lot of open source folks might hate it, but Nvidia is R&D heavy company. Every year they come up with many new proprietary technologies that help them to keep perceived leadership and also keeps everyone locked-in into their tech.
All these technologies are intentionally built to make them hard to copy for competitors and easy to protect with patent encumbrance, but on the bright side technologies that actually prove to be useful slowly turn into open industry standards. So basically Nvidia invest a lot in niche features and then recoup the costs using their top-notch marketing.
IMHO what people missing about ARM is that on mobile market there are already companies with worse lock-in who don't tend to share their hardware innovations with others at all, e.g Apple. And high-end ARM SOCs market would only benefit if someone finally gonna compete with Apple on more than just marketing.
- shmerl 6y agoCompany which is heavily pushing lock-in shouldn't be allowed to buy ARM, since it can cause too much damage by it. Lock-in is not a driver of innovation, it's a brake on it.
- SXX 6y agoI talked with you on several different platforms over years and I'm also a bit of open source zealot. But the deal is: reason why Nvidia able to keep their lock-in going for decades is because they actually do invest a lot into R&D and take risks. There simply very few companies that doing it. Big reason why Intel and AMD have their open source teams is because that's give them edge against Nvidia. All we see from Nvidia competitors is just reimplementation of the same tech Nvidia already had, but once AMD have some good tech they keep it proprietary too. ARM space is already locked-in and fully-proprietary company (Apple) have leadership. I don't see how Nvidia getting into competition can make it any worse.
- shmerl 6y agoARM chips are used even by someone like AMD. Point is, Nvidia can't be trusted not to use that anti-competitively, given their existing reputation and amount of leverage they would get on even more things. So if competition laws would have worked as intended, Nvidia wouldn't have been allowed to buy ARM.