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The companies that directly compete with Nvidia (AMD & Intel) are not ARM customers. ARM's biggest customers are mobile phones, which could benefit from an Nvi

The companies that directly compete with Nvidia (AMD & Intel) are not ARM customers. ARM's biggest customers are mobile phones, which could benefit from an Nvidia GPU

jorvi 5y ago
Considering how well Apple's M1 is performing, I suspect within 10 years the majority of new desktops and laptops sold will be ARM-based, with both Intel and AMD having to either adapt or languish.
- karteum 5y ago
  Difficult to forecast within 10 years... maybe you are right, maybe it could be Alibaba/Allwinner/Rockchip with RISC-V designs ! :D
- hellotomyrars 5y ago
  I think this is accurate if we see a substantial uptake of cloud/remote services for what are currently the most common high demand compute consumer devices (Game consoles + PC). ARM is already proving to be a winner in the datacenter as it becomes available so it seems all but inevitable. I think the overall trend is still accurate and in either case ARM + Nvidia is (or would be) a compelling provider of hardware but the segment of the market that needs/relies on X86 architecture does seem to be shrinking.
adrian_b 5y ago
Qualcomm is a direct competitor of NVIDIA (e.g. for automotive and robotics) and an important ARM customer. Until now the competing products of NVIDIA and Qualcomm differed in NVIDIA having worse CPUs and better GPUs and Qualcomm having better (ARM-designed) CPUs and worse GPUs. I do not find it believable that in the future NVIDIA would ever provide Qualcomm with better CPUs than those of NVIDIA products. Given NVIDIA's desire of dominating the datacenters, it is also hard to believe that they will give to all other companies who will attempt to design server CPUs new ARM cores at the same time when they will be available for the internal NVIDIA design teams.
- volta83 5y ago
  I don't see how this deal changes that. ARM does not make CPUs (it makes CPU IP), Qualcomm does. The fact that NVIDIA builds bad ARM CPUs does not change with the acquisition as far as I can tell. For that NVIDIA would need to invest a lot of R&D into their CPU team, and again, if it does that, it can compete with Qualcomm, independently of whether the acquisition takes place.
robert_foss 5y ago
Couldn't be further from the truth. All Arm SOC manufacturers are competitors of Nvidia.
- deleted 5y ago
  [deleted]
- tokyojoe 5y ago
  ARM is used across a huge array of end market segments. Granted, none are as big as mobile, but they’re important nonetheless. To say that all ARM SoC vendors are competitors is therefore not strictly true.
detaro 5y ago
NVidia has embedded product lines, which have a lot more competitors. All of which depend on ARM licenses.

The companies that directly compete with Nvidia (AMD & Intel) are not ARM customers. ARM's biggest customers are mobile phones, which could benefit from an Nvidia GPU

jorvi 5y ago

Considering how well Apple's M1 is performing, I suspect within 10 years the majority of new desktops and laptops sold will be ARM-based, with both Intel and AMD having to either adapt or languish.

karteum 5y ago
Difficult to forecast within 10 years... maybe you are right, maybe it could be Alibaba/Allwinner/Rockchip with RISC-V designs ! :D
hellotomyrars 5y ago
I think this is accurate if we see a substantial uptake of cloud/remote services for what are currently the most common high demand compute consumer devices (Game consoles + PC). ARM is already proving to be a winner in the datacenter as it becomes available so it seems all but inevitable. I think the overall trend is still accurate and in either case ARM + Nvidia is (or would be) a compelling provider of hardware but the segment of the market that needs/relies on X86 architecture does seem to be shrinking.

adrian_b 5y ago

Qualcomm is a direct competitor of NVIDIA (e.g. for automotive and robotics) and an important ARM customer. Until now the competing products of NVIDIA and Qualcomm differed in NVIDIA having worse CPUs and better GPUs and Qualcomm having better (ARM-designed) CPUs and worse GPUs. I do not find it believable that in the future NVIDIA would ever provide Qualcomm with better CPUs than those of NVIDIA products. Given NVIDIA's desire of dominating the datacenters, it is also hard to believe that they will give to all other companies who will attempt to design server CPUs new ARM cores at the same time when they will be available for the internal NVIDIA design teams.

volta83 5y ago
I don't see how this deal changes that. ARM does not make CPUs (it makes CPU IP), Qualcomm does. The fact that NVIDIA builds bad ARM CPUs does not change with the acquisition as far as I can tell. For that NVIDIA would need to invest a lot of R&D into their CPU team, and again, if it does that, it can compete with Qualcomm, independently of whether the acquisition takes place.

robert_foss 5y ago

Couldn't be further from the truth. All Arm SOC manufacturers are competitors of Nvidia.

deleted 5y ago
[deleted]
tokyojoe 5y ago
ARM is used across a huge array of end market segments. Granted, none are as big as mobile, but they’re important nonetheless. To say that all ARM SoC vendors are competitors is therefore not strictly true.

detaro 5y ago

NVidia has embedded product lines, which have a lot more competitors. All of which depend on ARM licenses.