How an Nvidia/ARM deal could create the dominant ecosystem for the next computer era
Over the past few weeks, there have been numerous reports about Nvidia’s overtures to acquire Arm. The news has mostly been obsessed about the $31 billion that Arm’s current owner, Softbank, paid for Arm and whether Nvidia could pay such an eye-watering price to buy this asset. There is also pushback from Herman Hauser who was one of Arm’s earliest backers, raising concerns that Arm’s destiny is vital for Britain’s future, which is an odd concern given that Softbank is a Japanese company. Putting all this aside for a moment, I would like to focus on the strategic importance of such a merger and, if the merger does go through, why this could result in a momentous change in the balance of power in the computer and semiconductor industry and why a combined Nvidia and Arm could truly be a game-changer.
The next strategic inflection point in computing will be the cloud expanding to the edge, involving highly parallel computer architectures connected to hundreds of billions of IoT devices. Nvidia is uniquely positioned to dominate that ecosystem, and if it does indeed acquire ARM within the next few weeks as expected, full control of the ARM architecture will virtually guarantee its dominance.
To read the full article, click here
Related Semiconductor IP
- eDP 2.0 Verification IP
- Gen#2 of 64-bit RISC-V core with out-of-order pipeline based complex
- LLM AI IP Core
- Post-Quantum Digital Signature IP Core
- Compact Embedded RISC-V Processor
Related Blogs
- The Deal Of The Decade
- Achronix's foundry pact with Intel: how big a deal?
- Eric Deal bounces back from a startup shutdown to establish Cyclic Design
- Qualcomm Arteris deal: high cost of differentiation
Latest Blogs
- Enhancing PCIe6.0 Performance: Flit Sequence Numbers and Selective NAK Explained
- Smarter ASICs and SoCs: Unlocking Real-World Connectivity with eFPGA and Data Converters
- RISC-V Takes First Step Toward International Standardization as ISO/IEC JTC1 Grants PAS Submitter Status
- Running Optimized PyTorch Models on Cadence DSPs with ExecuTorch
- PCIe 6.x: Synopsys IP Selected as First Gold System for Compliance Testing