Nvidia buys Arm
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Discussion

ajprice

Original Poster:

33,469 posts

226 months

Monday 14th September 2020
quotequote all
https://www.theverge.com/2020/9/13/21435507/nvidia...

https://www.engadget.com/nvidia-arm-acquisition-so...

It's a $40 billion deal. Arm will still be independent and UK based. Arm designs are in a lot of phone chips and mobile device chips, and will soon have 'Apple Silicon' desktop and laptop processors as Arm based. Nvidia make the graphics cards (obvs) and the Tegra graphics in the Nintendo Switch. So Nvidia have bought them to get more into mobile graphics systems? AI is a big part of it too, Nvidia do a lot with self driving car tech.

Edited by ajprice on Monday 14th September 06:26

anonymous-user

84 months

Monday 14th September 2020
quotequote all
Crikey. That’s huge.

Raj28

151 posts

161 months

Monday 14th September 2020
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Am quite surprised ARM doesn't fall under some kind of strategic asset review for this sort of thing. IE the government stepping in to keep it within UK ownership

paulrockliffe

16,600 posts

257 months

Monday 14th September 2020
quotequote all
Raj28 said:
Am quite surprised ARM doesn't fall under some kind of strategic asset review for this sort of thing. IE the government stepping in to keep it within UK ownership
It was sold to SoftBank quite recently and the same was said then, but that boat sailed when nothing was done.

page3

5,197 posts

281 months

Monday 14th September 2020
quotequote all
Quite. Let’s hope this isn’t another Cadbury.

Sheepshanks

41,182 posts

149 months

Monday 14th September 2020
quotequote all
Raj28 said:
Am quite surprised ARM doesn't fall under some kind of strategic asset review for this sort of thing. IE the government stepping in to keep it within UK ownership
China might object and block it.

paulrockliffe

16,600 posts

257 months

Monday 14th September 2020
quotequote all
Sheepshanks said:
Raj28 said:
Am quite surprised ARM doesn't fall under some kind of strategic asset review for this sort of thing. IE the government stepping in to keep it within UK ownership
China might object and block it.
They're owned by the Japanese SoftBank.

BobSaunders

3,110 posts

185 months

Monday 14th September 2020
quotequote all
The only blockage that could occur is incentives to keep the HQ and/or staff in the UK.

It’s expected to be gutted for tech and taken to the US, and then anti-Chinese trade restrictions implemented by the US.

Chozza

808 posts

182 months

Monday 14th September 2020
quotequote all
BobSaunders said:
It’s expected to be gutted for tech and taken to the US, and then anti-Chinese trade restrictions implemented by the US.
Pretty much the reason for the deal imo! Once anti-china restrictions are in place then the company looses most of its marketplace

RISC-V saw this coming , which is why despite originating in Berkeley , set up Risc-v international/.foundation as it saw the way the US trade regulations were going


Sheepshanks

41,182 posts

149 months

Monday 14th September 2020
quotequote all
paulrockliffe said:
They're owned by the Japanese SoftBank.
Not sure of the point you're making but it doesn't matter who currently owns them. It still needs regulatory clearance wherever the two companies do business or have a presence.

pherlopolus

2,189 posts

188 months

Monday 14th September 2020
quotequote all
I have contracted for them (twice) over the last few years,first time just after softbank deal. The leaning of the company was becoming more and more obvious. It was a fabulous company to be at, but from 2016-2019 it lost it's small company feel and became very corporate and bloated, this followed a shed load of redundancies this year.

It will be a sad loss to cambridge (and the brand new UK HQ) and the UK Tech industry if it all goes stateside.

PrinceRupert

11,631 posts

115 months

Monday 14th September 2020
quotequote all
The deal has signed, not closed. It will no doubt given the size of the deal still be subject to regulatory review in various jurisdictions. Aside from any potential antitrust review, it could be called in for review by the UK Government under public interest grounds, on the basis for national security (query whether it really impacts national security, but the legislation gives Govt a pretty wide discretion - it would inevitably be argued on the basis of government/defence contracts). The Government could seek to use this type of review to extract commitments to keep the business in the UK etc. (even if these commitments aren't really anything to do with national security). Just because the SoftBank/Arm deal was waved through (albeit SoftBank did give certain commitments to keep jobs in the UK etc) doesn't mean there won't be a public interest intervention here. Though it seems quite unlikely the Govt would try and block the deal altogether.


boultonn

20 posts

141 months

Monday 14th September 2020
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Signals some serious intent from Nvidia.
Wonder how long before cpu and (gaming) gpu come on one card

colin79666

2,224 posts

143 months

Tuesday 15th September 2020
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How long before Apple move onto yet another architecture? It is no secret Apple and Nvidia don't get along. I see anti-trust being all over this deal, it isn't a done thing yet.

dhutch

17,874 posts

227 months

Tuesday 15th September 2020
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We shall see. The government are currently too busy fking up Covid19 to have time for Brexit, and bum the fck out of Trumo, so I can't see them doing much to stop another successful British firm walking out of the door. Sadly.

Daniel

ATG

23,811 posts

302 months

Wednesday 16th September 2020
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Who cares? Seriously. Look at the off shore stuff owned by UK based investors. The value of a company that is innovating is its staff. You cannot off-shore that, so the jobs won't be lost. If the company's activity can be moved abroad then it's just living off the assets it has already created, and anyone who's prepared to pay for them is welcome to them. The jobs that are lost aren't adding value.

Funk

27,720 posts

239 months

Wednesday 16th September 2020
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ash73 said:
Blimey, Nvidia's gone from a $30Bn company to $300Bn in just 4 years!

Not sure I understand what they're planning with this acquisition.

Intel can't be happy about it.

Is Sophie Wilson (creator of the BBC micro) still involved with ARM?
Don't forget NVIDIA bought Mellanox for $7bn which completed earlier this year too: https://nvidianews.nvidia.com/news/nvidia-complete...

hyphen

26,262 posts

120 months

Wednesday 1st September 2021
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Arm China has declared independence and taken itself off into its own new company.

It was operating as 51% owned by the chinese as per the State demands.

https://www.extremetech.com/computing/326447-arm-c...

mmm-five

12,385 posts

314 months

Wednesday 1st September 2021
quotequote all
hyphen said:
Arm China has declared independence and taken itself off into its own new company.

https://www.extremetech.com/computing/326447-arm-c...
...and 'allegedly' underhandedly (without permission or authority) transferred the company's IP to the Chinese company.

Funk

27,720 posts

239 months

Wednesday 1st September 2021
quotequote all
mmm-five said:
hyphen said:
Arm China has declared independence and taken itself off into its own new company.

https://www.extremetech.com/computing/326447-arm-c...
...and 'allegedly' underhandedly (without permission or authority) transferred the company's IP to the Chinese company.
Read the link at the top of the article which says the original article contained incorrect statements:

https://www.extremetech.com/computing/326617-arm-r...

extremetech said:
"But the accusations that ARM China had stolen ARM IP and was relaunching it under its own banner? Those don’t appear to be true."