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> There is no way Nvidia will spend 40 billion on this without them deliberately or inadvertently destroy ARM's open CPU and GPU ecosystem But why would a comp
by pier25 6y ago
> There is no way Nvidia will spend 40 billion on this without them deliberately or inadvertently destroy ARM's open CPU and GPU ecosystem
But why would a company spend that much money to buy a company and destroy it afterwards?
- ltbarcly3 6y agohttps://songma.github.io/files/cem_killeracquisitions.pdf https://songma.github.io/files/cem_killeracquisitions.pdf
- batmansmk 6y agoOracle and Sun at $8B.
- bwanab 6y agoIt’s not going to destroy the business it’s going to destroy the current business model. The point is that the only way this deal can make sense for Nvidia, is to use ARM’s IP as a competitive advantage over other competitors. Until now, ARM’s value proposition has been IP neutrality for the various user companies.
- DCKing 6y agoNvidia will certainly try to get as much money out of ARM's R&D capabilities, existing IP, and future roadmap as they can. They will get their money's worth - at worst they will fail trying. In that sense, they won't destroy "ARM the company" or "ARM the IP". But Nvidia will have no interest in maintaining ARM's business model whereby ARM fosters a community of Nvidia competitors - they have an interest to the opposite. Therefore they very likely will destroy "ARM the ecosystem".
- gorbachev 6y agoThey figure they can make more than $40B by driving ARM to the ground? Personally I don't think that's true in this particular case, but the strategy isn't exactly unheard of.