7 ms·

Have you read the press release at all? It's too early to judge this now. ARM will stay in Cambridge and Nvidia wants to invest in this place.

klodolph 6y ago
It's not too early to judge, because this has been in the news for a while and people have had the time to do an analysis of what it means for Nvidia to buy ARM. The press release doesn't add much to that analysis. We've seen a ton of press releases go by for acquisitions and they're always full of sunshine... at the moment, I'm thinking of Oracle's acquisition of Sun, but that's just one example. The typical pattern for acquisitions is that a tech company will acquire another tech company because they can extract more value from the acquired company's IP compared to the value the acquired company would have by itself, and you can extract a lot of value from an IP while you slash development budgets. Not saying that's going to happen, but it's a common pattern in acquisitions. I think it's enough to know what Nvidia is, how they operate, and what their general strategies are. Not saying I agree with the analysis... but I am not that optimistic.
boardwaalk 6y ago
Corporations say these types of things with every acquisition. It might be true initially and superficially, but that's all.
- sjg007 6y ago
  I doubt they will move all of the talent to the USA. I mean California is nice and all but I think a lot of Brits are happy to stay in Cambridge.
  - mikhailfranco 6y ago
    Cambridge is one of the most beautiful cities on the planet.
    - sjg007 6y ago
      Agree!
- paulmd 6y ago
  One of the (many) synergies in this acquisition is that it's also an acqui-hire for CPU development talent. NVIDIA's efforts in that area have not gone very smoothly. They aren't going to fire all the engineers they just bought.
  - wmf 6y ago
    A bigger concern is that they would hoard future cores and not license them.
    - RantyDave 6y ago
      They might, just like Apple do. But then their forty billion dollar investment would stagnate and be eaten by riscv, which is probably what they are hoping to avoid.
causality0 6y ago
Why would you read the press release at all? Do you expect a company to not do what's in their own financial self-interest? Look, I love nVidia. I only buy nVidia GPUs and I adore their devices like the SHIELD TV, handheld, tablet, even the Tegra Note 7. Even I can see that they're not just buying ARM on a whim. They intend to make that money back. Them using ARM to make that money is good for absolutely nobody except nVidia themselves.
- therealmarv 6y ago
  Well it seems to be normal to judge without reading in 2020 and customize your news yourself. Time will tell...
  - causality0 6y ago
    I'll listen to what they're saying but I'm paying far more attention when I look at what they're doing. The only way buying ARM helps nVidia is by damaging their competitors, AKA almost everyone.
jacques_chester 6y ago
My experience of acquisitions is that sweet songs are sung to calm the horses. Then the next financial quarter comes around and the truck from the glue factory arrives. If you take at face value anything from a press release, earnings call or investor relations website, then I would like to take a moment to share with you the prospectus of Brooklyn Bridge LLC.
- dylan604 6y ago
  My money is currently tied up in ocean front property in Arizona.
dylan604 6y ago
And when Facebook bought Oculus, they said no FB login would be required to use Oculus. FoxConn was supposed to ramp up production in the US according to a press release. That was then, now time has passed. bigCorp hopes your short term memory forgets the woohooism from a foregone press release.
BLKNSLVR 6y ago
I'm reminded of this recent development: https://www.oculus.com/blog/a-single-way-to-log-into-oculus-and-unlock-social-features/ https://www.oculus.com/blog/a-single-way-to-log-into-oculus-... Discussed here on HN, with the top comment being a copy and paste of Palmer Lucky's acknowledgement that the early critics turned out to be correct: https://news.ycombinator.com/item?id=24201306 https://news.ycombinator.com/item?id=24201306 Different situation, different companies, but if you "follow the money" you'll never be too far wrong.

klodolph 6y ago

It's not too early to judge, because this has been in the news for a while and people have had the time to do an analysis of what it means for Nvidia to buy ARM. The press release doesn't add much to that analysis. We've seen a ton of press releases go by for acquisitions and they're always full of sunshine... at the moment, I'm thinking of Oracle's acquisition of Sun, but that's just one example. The typical pattern for acquisitions is that a tech company will acquire another tech company because they can extract more value from the acquired company's IP compared to the value the acquired company would have by itself, and you can extract a lot of value from an IP while you slash development budgets. Not saying that's going to happen, but it's a common pattern in acquisitions. I think it's enough to know what Nvidia is, how they operate, and what their general strategies are. Not saying I agree with the analysis... but I am not that optimistic.

boardwaalk 6y ago

Corporations say these types of things with every acquisition. It might be true initially and superficially, but that's all.

sjg007 6y ago
I doubt they will move all of the talent to the USA. I mean California is nice and all but I think a lot of Brits are happy to stay in Cambridge.
- mikhailfranco 6y ago
  Cambridge is one of the most beautiful cities on the planet.
  - sjg007 6y ago
    Agree!
paulmd 6y ago
One of the (many) synergies in this acquisition is that it's also an acqui-hire for CPU development talent. NVIDIA's efforts in that area have not gone very smoothly. They aren't going to fire all the engineers they just bought.
- wmf 6y ago
  A bigger concern is that they would hoard future cores and not license them.
  - RantyDave 6y ago
    They might, just like Apple do. But then their forty billion dollar investment would stagnate and be eaten by riscv, which is probably what they are hoping to avoid.

causality0 6y ago

Why would you read the press release at all? Do you expect a company to not do what's in their own financial self-interest? Look, I love nVidia. I only buy nVidia GPUs and I adore their devices like the SHIELD TV, handheld, tablet, even the Tegra Note 7. Even I can see that they're not just buying ARM on a whim. They intend to make that money back. Them using ARM to make that money is good for absolutely nobody except nVidia themselves.

therealmarv 6y ago
Well it seems to be normal to judge without reading in 2020 and customize your news yourself. Time will tell...
- causality0 6y ago
  I'll listen to what they're saying but I'm paying far more attention when I look at what they're doing. The only way buying ARM helps nVidia is by damaging their competitors, AKA almost everyone.

jacques_chester 6y ago

My experience of acquisitions is that sweet songs are sung to calm the horses. Then the next financial quarter comes around and the truck from the glue factory arrives. If you take at face value anything from a press release, earnings call or investor relations website, then I would like to take a moment to share with you the prospectus of Brooklyn Bridge LLC.

dylan604 6y ago
My money is currently tied up in ocean front property in Arizona.

dylan604 6y ago

And when Facebook bought Oculus, they said no FB login would be required to use Oculus. FoxConn was supposed to ramp up production in the US according to a press release. That was then, now time has passed. bigCorp hopes your short term memory forgets the woohooism from a foregone press release.

BLKNSLVR 6y ago

I'm reminded of this recent development: https://www.oculus.com/blog/a-single-way-to-log-into-oculus-and-unlock-social-features/ https://www.oculus.com/blog/a-single-way-to-log-into-oculus-... Discussed here on HN, with the top comment being a copy and paste of Palmer Lucky's acknowledgement that the early critics turned out to be correct: https://news.ycombinator.com/item?id=24201306 https://news.ycombinator.com/item?id=24201306 Different situation, different companies, but if you "follow the money" you'll never be too far wrong.