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> Now, every reference-implementation ARM processor manufactured will fund GeForce desktop products, datacenter/enterprise, etc as well. That's like throwing p
by fluffything 6y ago
> Now, every reference-implementation ARM processor manufactured will fund GeForce desktop products, datacenter/enterprise, etc as well.
That's like throwing pennies onto a pile of gold. NVIDIA makes billions of yearly revenue. ARM makes ~300 million. NVIDIA revenue is 60% of a GPU price. ARM margins in IoT/embedded/phone chips are thin-to-non-existent. If anything, NVIDIA will need to cut GPU spending to push ARM to the moon. And the announcement already suggest that this will happen.
- janoc 6y agoARM doesn't make any chips. They license IP (CPU cores and the MALI GPU) needed to build those chips to companies like Apple, Samsung, TI, ST Micro, Microchip, Qualcomm ... That margins on $1 microcontroller are "thin-to-non-existent" is thus completely irrelevant - those are margins of the silicon manufacturer, not ARM's.
- fluffything 6y agoSo what's the marging of ARM per chip bought? ARM's IP isn't free. It is created by engineers that cost money. Those chip sell for 0.10$, so ARM's margin's can't be more than 0.10$ per chip, otherwise seller would be operating at a loss.