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There are some hints that Nvidia wants to seriously enter the ARM CPU market (again)? Switch guarantees high demand/volume regardless of anything else. Not cle

by qwytw 2y ago

There are some hints that Nvidia wants to seriously enter the ARM CPU market (again)? Switch guarantees high demand/volume regardless of anything else. Not clear how lucrative the contract is on its own, though. Presumably it will reduce their current gross margins (which won't necessarily look great in their quarterly report. Nvidia's total revenue is only ~20% higher than Intel's was back in 2021 despite the insane valuations (in large part due to their obscene margins).

rsynnott 2y ago
> There are some hints that Nvidia wants to seriously enter the ARM CPU market (again)? Fourth time lucky? (Poor ol' Nvidia has had an unfortunate history with this, arguably largely through no fault of their own. The Zune, the Kin with Tegra 1, the Motorola Xoom with Tegra 2, a variety of less-beloved tablets and weird phones with Tegra 3. I think the only successful use-case besides Nintendo and car infotainment stuff was Nvidia's own Shield.)