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It's a great line and one that I would expect Jensen to take - and it's almost certainly true - to an extent. I'd expect Nvidia to keep the Arm ecosystem alive
by klelatti 6y ago
It's a great line and one that I would expect Jensen to take - and it's almost certainly true - to an extent.
I'd expect Nvidia to keep the Arm ecosystem alive, but only where they don't see an opportunity to take control. So they keep Radeon off Exynos (and incidentally why couldn't they do that anyway?) by offering GeForce. But elsewhere they can deny Arm IP to other firms where they have a competitive SoC.
Take one example. So Nvidia / Arm invest heavily in data center focused designs - are they really going to offer this IP to Ampere / Amazon on equal terms when compared to an Nvidia CPU? As Ben says 'color me skeptical'.
Essentially they will have a full overview of the Arm ecosystem - will lots of confidential information - and pick and choose where they drive out competitors whilst farming license fees from the rest.
- DCKing 6y ago> (and incidentally why couldn't they do that anyway?) Why try to compete on merit when you can swoop in and dictate the market to do your bidding? Coming at it from this perspective, it's looking like almost the same old Nvidia again :) > Take one example. So Nvidia / Arm invest heavily in data center focused designs - are they really going to offer this IP to Ampere / Amazon on equal terms when compared to an Nvidia CPU? As Ben says 'color me skeptical'. That I don't believe, indeed. They will crush their datacenter competition, but I think the server market here might ironically a bit more flexible in moving to different ISAs when compared to mobile.
- klelatti 6y agoAbsolutely! I think actually the biggest constraint on Nvidia will be 'bandwidth' (management not memory!). Where do they focus their energies and where do they leave the Arm ecosystem alone. Incidentally Intel's stock seems to have risen over the last day or so which is a bit surprising given the datacenter story?
- AlphaSite 6y agoI think my biggest concern is Nvidia is looking to be another Qualcomm. With all of the issues there.
- als0 6y ago> Essentially they will have a full overview of the Arm ecosystem - will lots of confidential information This is the real danger among everything.