Jensen Huang’s Vision For Data Center Dominance Will Destroy The Arm Ecosystem
www.semianalysis.com
As the weeks pass by, the rumors keep spinning, the likelihood of an Nvidia Arm acquisition increases. On first glance, the two businesses look completely incompatible. A highly vertically integrated graphics and AI company with very high margins buying a low margin IP licensor doesn’t make sense. Nvidia can already build any product they wish as an Arm licensee. Purchasing the whole cow doesn’t yield additional milk or synergies from the current business model. Furthermore, given Nvidia’s reputation as a partner, it would likely even cause customers to start looking for contingencies and accelerate RISC-V adoption. Jensen Huang, in his quest for data center dominance, may destroy the Arm ecosystem for everyone else.
Jensen Huang’s Vision For Data Center Dominance Will Destroy The Arm Ecosystem
Jensen Huang’s Vision For Data Center…
Jensen Huang’s Vision For Data Center Dominance Will Destroy The Arm Ecosystem
As the weeks pass by, the rumors keep spinning, the likelihood of an Nvidia Arm acquisition increases. On first glance, the two businesses look completely incompatible. A highly vertically integrated graphics and AI company with very high margins buying a low margin IP licensor doesn’t make sense. Nvidia can already build any product they wish as an Arm licensee. Purchasing the whole cow doesn’t yield additional milk or synergies from the current business model. Furthermore, given Nvidia’s reputation as a partner, it would likely even cause customers to start looking for contingencies and accelerate RISC-V adoption. Jensen Huang, in his quest for data center dominance, may destroy the Arm ecosystem for everyone else.