Letter from Jensen confirming the sale.

blogs.nvidia.com/blog/2020/09/13/jensen-employee-letter-arm

Seems like a very smart move for Nvidia, x86 computing will get less popular over the next decade as Arm based chips replace them but this is just another merger of two massive companies that are monopolies in their own right.

Update FTC sues Nvidia with the help of UK regulators to stop deal

nytimes.com/2021/12/02/technology/ftc-nvidia-arm-deal.html

Wonder what they will use them for, tegra maybe? But how big of a market is there for that, that would justify the purchase

You're probably thinking about consumer, but this could also make a huge difference for them in other areas

Nvidia already made a big acquisition last year with Mellanox and now ARM.
Now with the whole hardware integration they can go balls deep in the data center business

Obviously still hard to tell how exactly they'll move, but Intel should definitely be scared

W for Nvidia tbh

yeah exactly
Data Centers are far more concerned with power draw and heat output than regular desktop end users, laptops will become arm first I think but then Data Centers will be next

seems like ARM based chips (RISC-V also) will replace most general purpose x86 CPUs & GPUs overtime and Data Centers will be the first part of the market to switch, Amazon already is using tons of ARM chips for their cheaper Cloud computing options

for specific tasks ASICs have already started replacing general purpose chips and I think we will see more ASICs overtime for a wider range of workloads

This deal will not go through. It will be regulated into the ground

Its probably more about taking the tech and either scaling up, or merging it with their own tech.

name to post

bump

thestreet.com/investing/qualcomm-google-microsoft-oppose-nvidia-acquisition-of-arm

google and microsoft wanting antitrust when its convenient

yeah of all people to speak up about antitrust

but maybe these are the only companies DC will probably listen to about something this huge

Google conveniently not saying s*** to regulators till their Fitbit deal was officially closed

Woah, what’re ARM most notably known for sorry?

Making microcontrollers that basically go into a majority of chip at this point. If you've heard of the ARM architecture then it might click. With Snapdragon Android chips being the one people are the most familiar with.

This news makes me feel weird as f***

Damn, so they made the f***ing snapdragon processors in like, damn near half the android products that’s heavy

Why it make you feel weird though?

Nvidia buying out ARM just feels like a weird play, because the guys making graphics card are going to have a massive chunk of the computing space with this buyout.

I don't want more planned obsolescence.

all smartphones have ARM based processors

doesn't matter if it's Apple or any Android

Qualcomm makes the Snapdragon and have a monopoly on all 4G/5G radios in the US

nytimes.com/2021/12/02/technology/ftc-nvidia-arm-deal.html

Antitrust

man let these companies monopolize and get bigger lol. give me something to look up too

Man this s*** is not happening. Getting pushback from everyone.