> What incentive would Nvidia have to develop new ARM features that would assist competitors in competing with them?
> The Fujitsu's A64FX Processor for example somewhat competes with Nvidia datacenter GPUs. What incentive would Nvidia have to continue to develop the Arm Scalable Vector Extension?
"the enemy of my enemy is my friend".
the more R&D that goes into the ARM ecosystem, the tougher things get for x86. At the end of the day, all that R&D spending is making NVIDIA's position stronger, it's a force multiplier for their own efforts.
I fundamentally don't understand why anyone would think the ARM acquisition was about anything other than making Jensen kingmaker over one of the two most important processor IPs in the world - and he gains absolutely nothing by becoming king and then slaying all his subjects. That would be an amazingly shortsighted decision from one of the most far-sighted tech CEOs in the business.
Selling some more Tegras is peanuts in comparison and that bump would never last in the long term. The money is in Qualcomm and Fujitsu and IBM's R&D budgets working in synergy with your own, and in the ability to leverage the ARM licensing model to push CUDA into the last places it hasn't reached.
The fact that NVIDIA was even making this offer at all pretty much means they were looking at loosening up their IP licensing IMO. As a black box, sure, but I don't see a world in which NVIDIA would buy ARM and either not license GeForce as the graphics IP, or would choose not to license ARM at all ("selling a few more Tegras is not worth $40b"). If you accept those two givens, then NVIDIA would have had to provide GeForce IP as a black-box SIP license.
> The Fujitsu's A64FX Processor for example somewhat competes with Nvidia datacenter GPUs. What incentive would Nvidia have to continue to develop the Arm Scalable Vector Extension?
"the enemy of my enemy is my friend".
the more R&D that goes into the ARM ecosystem, the tougher things get for x86. At the end of the day, all that R&D spending is making NVIDIA's position stronger, it's a force multiplier for their own efforts.
I fundamentally don't understand why anyone would think the ARM acquisition was about anything other than making Jensen kingmaker over one of the two most important processor IPs in the world - and he gains absolutely nothing by becoming king and then slaying all his subjects. That would be an amazingly shortsighted decision from one of the most far-sighted tech CEOs in the business.
Selling some more Tegras is peanuts in comparison and that bump would never last in the long term. The money is in Qualcomm and Fujitsu and IBM's R&D budgets working in synergy with your own, and in the ability to leverage the ARM licensing model to push CUDA into the last places it hasn't reached.
The fact that NVIDIA was even making this offer at all pretty much means they were looking at loosening up their IP licensing IMO. As a black box, sure, but I don't see a world in which NVIDIA would buy ARM and either not license GeForce as the graphics IP, or would choose not to license ARM at all ("selling a few more Tegras is not worth $40b"). If you accept those two givens, then NVIDIA would have had to provide GeForce IP as a black-box SIP license.