Hauser is worried NVidia will pay $40B so it can light ARM on fire. That’s crazy on it’s face. Follow-up by noting ARMs actual economic value is less than $10B

Hauser is worried NVidia will pay $40B so it can light ARM on fire. That’s crazy on it’s face. Follow-up by noting ARMs actual economic value is less than $10B, do it seems unlikely NVidia or anyone else would pay what SoftBank is asking. Lastly Hauser says NVidia would do this to become the “dominant microprocessor company” in the world, then cut its customers off from new developments. First, ARM isn’t a dominant microprocessor company, it’s architecture is dominant but it’s revenues make it a flea among elephants. It doesn’t make anything like Intel, AMD, or TSMC, it simply licensed designs. And it’s own designs for that architecture, while popular, aren’t near the best, Apples are. Apple and others have perpetual licenses allowing them to make their designs and enhancements. No one is getting “cut off” from ARMs mediocre next gen designs, they may never use them to begin with.