Game changer if it does happen.
https://www.wsj.com/articles/softba...-than-40-billion-11599928360?mod=hp_lead_pos1
https://www.wsj.com/articles/softba...-than-40-billion-11599928360?mod=hp_lead_pos1
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This is literally what Apple is doing with their CPUs/GPUs/SoCs.If I was Nvidia, I'd be incredibly giddy over the idea of being able to make a my own console that uses my graphics cards paired with my own highly specialized CPU, to essentially build a console that's fully in-house and extremely competitive, with ultimate power. No more having to put Nvidia cards inside an AMD or Intel motherboard. Pure Nvidia.
As a consumer though, this would be just about the worst thing.
If they don’t make any sweeping changes to their licensing model it will pass fine. They will likely have to raise prices though. SoftBank has been running ARM at a loss for the last few years and NVidia is going to want to be at least breaking even on it.Don't think this will clear antitrust....at least not without some massive stipulations
This is literally what Apple is doing with their CPUs/GPUs/SoCs.
When NVIDIA does it, it's cool, but when Apple does it, booooo.
I think we are seeing NVIDIA rise to the status of a megacorp that will influence the future more than we know right now...
What is stopping them today?If I was Nvidia, I'd be incredibly giddy over the idea of being able to make a my own console that uses my graphics cards paired with my own highly specialized CPU, to essentially build a console that's fully in-house and extremely competitive, with ultimate power. No more having to put Nvidia cards inside an AMD or Intel motherboard. Pure Nvidia.
Nothing. They already have an ARM architecture license. Everyone else's ARM CPU designs are non-competitive with Apple's.What is stopping them today?
Don't think this will clear antitrust....at least not without some massive stipulations
Why wouldn't it clear? SoftBank cleared so why discriminate against NVIDIA? They aren't a monopoly in any industry.
Problem isn't the market position of nvidia, but that of arm in a market where nvidia is customer. The potential for abuse of arm licensing to push nvidia chips/technology against their competitors is huge.
I don’t get Nvidia’s angle here. ARM isn’t making any money and Nvidia can already design ARM based mobile/desktop/server chips today to their heart’s content. So where’s the upside?
GeForce certainly replaces Mali. This surely isn’t just to get CUDA into a few mid-market phones.
It could be a complex game of 4-dimensional chess, where Nvidia wants to crush AMD which is linked to the fact that AMD uses TSMC, which is linked to Apple who uses TSMC, which is linked to the fact that Apple is planning to use ARM.
So this Nvidia-AMD-TSMC-Apple quad-game of hyper-linear chess is the only viable option.
Nvidia wants to be able to control and see exactly how Apple designs its chips which will be made by TSMC, which also makes AMD's GPUs and CPUs. Perfectly logical. Uh, maybe.
Nvidia doesn’t care about AMD. They’re not a threat to any of Nvidia’s strategic growth businesses and clearly aren’t a concern for gaming right now.
They do this now with their arm license... Absolutely nothing is stopping them from making another Nvidia shield. Owning arm just means they don't have to pay the license fee anymore. Besides stifling their competitors, this doesn't really help them in that direction. They can already do it. What they can't currently do without owning arm, is stop others from doing it too.If I was Nvidia, I'd be incredibly giddy over the idea of being able to make a my own console that uses my graphics cards paired with my own highly specialized CPU, to essentially build a console that's fully in-house and extremely competitive, with ultimate power. No more having to put Nvidia cards inside an AMD or Intel motherboard. Pure Nvidia.
As a consumer though, this would be just about the worst thing.
Funny enough, after reading your statement, this could be Nvidias play to get back into Apple . Buy arm, embed GPU, watch Apple be forced to use Nvidia IP. Put a decent APU together and get apple to put Nvidia drivers into MacOS.It could be a complex game of 4-dimensional chess, where Nvidia wants to crush AMD which is linked to the fact that AMD uses TSMC, which is linked to Apple who uses TSMC, which is linked to the fact that Apple is planning to use ARM.
So this Nvidia-AMD-TSMC-Apple quad-game of hyper-linear chess is the only viable option.
Nvidia wants to be able to see exactly how Apple designs its chips which will be made by TSMC, which also makes AMD's GPUs and CPUs. Perfectly logical. Uh, maybe.
It's still speculation until a deal is finalized.
This is literally what Apple is doing with their CPUs/GPUs/SoCs.
When NVIDIA does it, it's cool, but when Apple does it, booooo.
I think we are seeing NVIDIA rise to the status of a megacorp that will influence the future more than we know right now...
I don’t get Nvidia’s angle here. ARM isn’t making any money and Nvidia can already design ARM based mobile/desktop/server chips today to their heart’s content. So where’s the upside?
I guess it would all boil down to how much Microsoft would get involved.I am super pessimistic about the viability of ARM on Windows. There is an immense amount of software written for x86. All of that software has to run on ARM chips too for it to have any chance. Which means some slow and buggy software compatibility layer In Windows since Nvidia isn’t allowed to emulate x86 in hardware.
I would have agreed with this 10+ years ago but more and more major software is going cloud based or running in a browser. As a dev I am constantly getting pulled into nodejs,web dev, and mobile stuff now a days. It is pretty rare now that I do native apps or systems level work. Arm cpus can run the major interpreted languages and also the major browsers so I wouldn't be surprised to see more and more that native apps unless absolutely necessary are going the way of the dodo especially requiring x86 under the hood.I am super pessimistic about the viability of ARM on Windows. There is an immense amount of software written for x86. All of that software has to run on ARM chips too for it to have any chance. Which means some slow and buggy software compatibility layer In Windows since Nvidia isn’t allowed to emulate x86 in hardware.
Nvidia + Skynet.This is literally what Apple is doing with their CPUs/GPUs/SoCs.
When NVIDIA does it, it's cool, but when Apple does it, booooo.
I think we are seeing NVIDIA rise to the status of a megacorp that will influence the future more than we know right now...
I am super pessimistic about the viability of ARM on Windows. There is an immense amount of software written for x86. All of that software has to run on ARM chips too for it to have any chance. Which means some slow and buggy software compatibility layer In Windows since Nvidia isn’t allowed to emulate x86 in hardware.
I am super pessimistic about the viability of ARM on Windows. There is an immense amount of software written for x86. All of that software has to run on ARM chips too for it to have any chance. Which means some slow and buggy software compatibility layer In Windows since Nvidia isn’t allowed to emulate x86 in hardware.
FTFYDon't think this will clear antitrust....at least not without some massive payoffs
They want to control the entire platform and lock competitors out. NVidia is making huge plays for datacenter computing in hopes of being the main driver for future AI driven workloads that will continue to evolve over time. They recently purchased Cumulus networks which was an up and coming backend network solution for "cloud" platform and networks. By owning ARM, they can lock out any competitors hoping to use ARM to compete in the same space and force them to look elsewhere.I don’t get Nvidia’s angle here. ARM isn’t making any money and Nvidia can already design ARM based mobile/desktop/server chips today to their heart’s content. So where’s the upside?
GeForce certainly replaces Mali. This surely isn’t just to get CUDA into a few mid-market phones.