Oct 28, 2022·edited Oct 28, 2022Liked by Dylan Patel
Softbank/ARM will repent this move greatly. The deal with NVDIA itself was a no-go to start with. How did they think it would clear competition authorities? The deal was nothing more than an attempt by the acquirer to secure a company with over bloated equity.
@vkraju : If the deal was a no-go to start with - why did some ARM customers including Marvell, Broadcomm, MediaTek support the deal ?. IMO it is more nuanced than just anti-competitiveness. Even if Nvidia was willing to give guarantees / signed contracts forever - others tech. giants saw this as a great threat to their products (and the Billions they have invested). Qualcomm, Google and Apple depend on ARM just for their Arch. license - not for actual SoC or RTL or other designs. So money infused into ARM would likely make it's NPUs, GPUs (from nvidia), and potentially CPUs extremely competitive - which would benefit ALL smaller licensees of ARM (who don't custom design ARM chips and rely on off-the-shelf ARM SoCs) - which is why they supported it and all the biggies wanted it shut down ASAP. With the deal off, and ARM losing a lot of it's staffing, and unable to IPO... it is seeking / pressured to make money, via less reputable ways.... this should send ALARM signals all over the industry... good times / opportunity for RISC-V !
They are trying to flush out competing GPUs and RISC-V. Seems like blackmails since they are the dominant CPU platform, but want to crush IMG/AMD/Samsung etc. in the mobile GPU business.
Seems like an all or nothing play. No surprise this is happening with the Slimy Salesman they now have as CEO.
The message is clear Arm cannot be trusted. Time to start removing Arm IP from your products.
Arm is nothing, if it's customer base shrinks. Linuk is appearing on RISC V, now just needs Android then a skinned Linux to replace Android. Many motivated companies can make OS porting work.
Softbank/ARM will repent this move greatly. The deal with NVDIA itself was a no-go to start with. How did they think it would clear competition authorities? The deal was nothing more than an attempt by the acquirer to secure a company with over bloated equity.
RISC-V got a great shot in the ARM.
@vkraju : If the deal was a no-go to start with - why did some ARM customers including Marvell, Broadcomm, MediaTek support the deal ?. IMO it is more nuanced than just anti-competitiveness. Even if Nvidia was willing to give guarantees / signed contracts forever - others tech. giants saw this as a great threat to their products (and the Billions they have invested). Qualcomm, Google and Apple depend on ARM just for their Arch. license - not for actual SoC or RTL or other designs. So money infused into ARM would likely make it's NPUs, GPUs (from nvidia), and potentially CPUs extremely competitive - which would benefit ALL smaller licensees of ARM (who don't custom design ARM chips and rely on off-the-shelf ARM SoCs) - which is why they supported it and all the biggies wanted it shut down ASAP. With the deal off, and ARM losing a lot of it's staffing, and unable to IPO... it is seeking / pressured to make money, via less reputable ways.... this should send ALARM signals all over the industry... good times / opportunity for RISC-V !
They are trying to flush out competing GPUs and RISC-V. Seems like blackmails since they are the dominant CPU platform, but want to crush IMG/AMD/Samsung etc. in the mobile GPU business.
Seems like an all or nothing play. No surprise this is happening with the Slimy Salesman they now have as CEO.
For that matter , how will NVDA grace cpu and hopper GPU be affected also. This is so fuzzy now
The message is clear Arm cannot be trusted. Time to start removing Arm IP from your products.
Arm is nothing, if it's customer base shrinks. Linuk is appearing on RISC V, now just needs Android then a skinned Linux to replace Android. Many motivated companies can make OS porting work.
Time for RISC to shine
How this affects to server cpu chips like Ampere or Graviton?
Maybe some good opportunity for intel and amd as well to license some of its x86 architecture if they have the guts
What about RockChip and alike that make custom chips with NPUs and other custom bits? China won't be happy ;)
Will this have any impact on UCIe? I not too sure , could one still create a SoC package with arm cores and other IPs via UCIe ?