The accretion of sales is not the point or the objective. Yes, Arm processors are in billions and billions of devices, but Arm makes less than a penny on each one-their revenue is maybe, maybe, a billion dollars. And Nvidia doesn’t need to spend $40 billion just to slow down its competitors.Īlso, the income aspect is almost laughable. The concerns about Nvidia maintaining a neutral position toward real and assumed competitors will be cast into stone by the regulating government agencies in all parts of the world. Now the magic of those two teams come together and in two, max three, years you’re going to see GPUs that will rival, if not exceed Qualcomm on performance/power.īut it isn’t only about GPUs, it’s also about security, communications-all kinds of communications, and raw processing power. Arm could never get their performance up and finally settled for almost good enough. Nvidia never could get their power budget down and finally gave up trying. The immediate benefit to both companies is going to be in the GPU. Eventually, maybe a year from now, they will all calm down and give their blessing.Īnd then we can get on with the business of moving forward. Every politician in the US that’s up for re-election will have some astonishingly worthy comment on it, and the Europeans already shell shocked from Google and Apple’s dominance, will go into endless meetings, discussions, and memoranda. The Chinese government, already looking for a payback fight with Trump over Huawei and TikTok, will drag out the approval for as long as they can, at least until November 4th. There will be the nay-sayers who will whine that the deal is anti-competitive, but why is it any more anti-competitive for Nvidia to have Arm and GPUs than it was for Arm to have CPUs and GPUs or AMD and Intel and Via to have x86 and GPUs? Nvidia can now take Intel’s “Intel Inside” and do their own take: Nvidia Inside Everything. There is no part of any tech product that Nvidia doesn’t now touch-including the precious x86 which uses Arm for its trusted security management. Its technological prowess spans from tiny GPUs in IoTs to giant GPUs in the data center and supercomputers, from game consoles to refrigerators and servers, from electric bikes to autonomous 18-wheelers. Overnight, and with the stroke of a pen, Nvidia now has the largest customer base in the world. Nvidia demonstrated that with its Mellanox acquisition and it has done it again with the acquisition of Arm.