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All I can say to that is that I don't share your optimism. Explaining this as an acquihire sounds nice, but that seems a thin explanation of this purchase given

by DCKing 6y ago

All I can say to that is that I don't share your optimism. Explaining this as an acquihire sounds nice, but that seems a thin explanation of this purchase given the key role ARM has for many of Nvidia's competitors and the ludicrous amount of money Nvidia put on the table here. We'll see what the future holds - I certainly hope the open ecosystem can survive.

lagadu 6y ago
I don't see it as much as Nvidia trying to strangle the competition that licenses ARM as much as I see it Nvidia having full control over the development of the architecture. This would enable them to own full solutions in their AI part of the business and tailor the architecture to their very specific needs. Buying ARM not only allows them to control the direction of development, it also protects them should anyone else have bought it with hostile intent. Personally I see this as more of an attack on Intel.
- DCKing 6y ago
  I agree actually that Nvidia's strategic motivation here is their long-term position w.r.t. Intel and AMD, maybe even Apple/Huawei/Samsung. And that's actually a good reason for this investment! I likewise don't think destroying the ARM ecosystem is Nvidia's primary objective here - far from it. It might not even be a secondary objective. But I do think the ARM ecosystem will be slowly torn apart either as an innocent bystander or as a less prominent secondary objective (given real-world complexities, probably some combination of both). When Nvidia buys ARM, and they explicitly buy them to improve their competitive position, there's only one direction where I see the incentives going. Those will be against the open ARM ecosystem, which is a breeding ground for big and small competition against Nvidia. Even if Nvidia's primary motives are relatively benign, I think they'll inevitably create a sitation where the ARM ecosystem can't continue existing in its current form. That's where the real tragedy will be.

by DCKing 6y ago

lagadu 6y ago

I don't see it as much as Nvidia trying to strangle the competition that licenses ARM as much as I see it Nvidia having full control over the development of the architecture. This would enable them to own full solutions in their AI part of the business and tailor the architecture to their very specific needs. Buying ARM not only allows them to control the direction of development, it also protects them should anyone else have bought it with hostile intent. Personally I see this as more of an attack on Intel.

DCKing 6y ago
I agree actually that Nvidia's strategic motivation here is their long-term position w.r.t. Intel and AMD, maybe even Apple/Huawei/Samsung. And that's actually a good reason for this investment! I likewise don't think destroying the ARM ecosystem is Nvidia's primary objective here - far from it. It might not even be a secondary objective. But I do think the ARM ecosystem will be slowly torn apart either as an innocent bystander or as a less prominent secondary objective (given real-world complexities, probably some combination of both). When Nvidia buys ARM, and they explicitly buy them to improve their competitive position, there's only one direction where I see the incentives going. Those will be against the open ARM ecosystem, which is a breeding ground for big and small competition against Nvidia. Even if Nvidia's primary motives are relatively benign, I think they'll inevitably create a sitation where the ARM ecosystem can't continue existing in its current form. That's where the real tragedy will be.